David Souter, MBA, CFA, is a Financial Advisor who focuses on tax-efficient strategies for business owners and high-net-worth families. Since 2017, his work has focused on improving tax efficiency and helping clients gain greater control over long-term outcomes.
David works beyond traditional retail investment approaches, utilizing sophisticated planning structures more commonly employed by institutions and senior executives. These strategies are designed to create tax-efficient and, in many cases, tax-advantaged sources of retirement income, while supporting liquidity, legacy objectives, and tax diversification.
He holds an MBA from Yale University and is a Chartered Financial Analyst (CFA) charterholder. David collaborates closely with clients’ CPAs and estate planning attorneys to ensure all strategies are fully aligned. He believes successful financial planning is built on thoughtful design, transparency, and trust.
David brings over 30 years of experience in the financial industry. His background includes serving as a hedge fund manager at Kingsland Capital, equity research roles at hedge funds, and institutional sales of investment research, as well as capital-raising engagements across New York and California.
Education & Designations
- B.A. Economics – University of California, San Diego
- MBA – Yale University
- CFA® (Chartered Financial Analyst) – CFA Institute
- Credentialed Holistic Financial Coach – Teachers College, Columbia University
- CEPA® (Certified Exit Planning Advisor) – Exit Planning Institute
Licenses
- FINRA Securities License: Series 7, Series 66
- State Insurance License: CA Insurance Lic. #0M03373