David Gutierrez, CFP®, CIMA®
Cofounder & Wealth Advisor
As a wealth advisor, David leads the financial planning process and helps clients define their goals so they can align their wealth strategies accordingly. His top priority is helping clients gain a deeper understanding of their situation and options so they can make the best choices for themselves. He believes knowledge and understanding lead to wise decisions; as such, he diligently stays up to date on planning strategies and trends with the goal of ensuring both clients and team members are working with the most relevant, practical data. David specializes in financial planning and risk management strategies, and he collaborates with Roy to develop investment strategies aiming to provide clients with well-rounded advice and guidance.
David especially values the relationships he forms through the planning process, and the in-depth understanding he gains of clients helps him answer a common question, “What would you do if you were me?” He helps clients see the potential outcomes of their decisions, and this insight instills peace of mind about their financial choices. David also spends much of his time developing communication strategies in an effort to ensure each of the firm’s clients is informed and cared for throughout the planning process.
Background & Industry Involvement
David has always been fascinated by financial markets and investing. With his father Roy having started his financial practice before David was born, he enjoyed learning about the industry and seeing the impact his dad made from a young age. When he joined the business in 2007 after graduating from college, he soon discovered his true passion was for financial planning and holistic wealth management. Now, working alongside his father, he is honored to serve multiple generations of families and tend to numerous aspects of their financial wellbeing.
David is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst® (CIMA®). He attended the University of Virginia and earned a bachelor’s degree in systems engineering with a minor in economics.
David lives in Little Rock, Arkansas, with his wife Callie and their two beautiful daughters, Eva and Mary Grace. In his free time, David enjoys spending time with his family, playing golf, watching sports, and getting together with friends.
He is a board member with Our House, a local organization that provides temporary housing, meals, job training, and other resources for people experiencing homelessness. David is also a vestry member with St. Mark’s Episcopal Church.