ABOUT DAVID

Raise Your Game

Who is David:

  • Financial Planner & Counselor
  • Senior Business & Funding Consultant
  • Author & Amazon Best Seller
  • Creator of “The Latest Wealth Building Secret” Series

David’s career points:

  • Helped launch 5 small businesses (and consulted with countless others)
  • 20 years in financial planning, counseling and real estate investing
  • 10 years writing non-fiction

David is a fourth-generation entrepreneur. He created The Funding Directory targeting little known sources of capital for entrepreneurs, and wrote his third book, a best seller called Find Cash In the Cloud, changing the funding game.

He grew up in a family food & beverage business, providing part-time management and consulting services. This location has enjoyed 33 years of success.
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Let Us Help

Our Vision

Abundance begins with innovation

Our Mission

Connecting families with effective results

We Believe

The family nucleus forms the basis of financial freedom. Parents work to keep a home, raise a family, maintain safety, support dreams. Busy families often miss life’s great opportunities. With preparation, good fortune is sure to follow. We believe we can help.

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