We serve clients all around the country and take a holistic approach to financial planning. The journey we take together is to build a solid foundation that can weather the storms, and evolve when it needs to. Our partnership allows you more time living in the moment with your family and doing the things you love.
At Global View Capital we have numerous relationships across the insurance and investment industry. This allows us to provide unique solutions for every family we work with. You can rest assured the Fiduciary standard is at our core, and the best interest of the client will always be the reason for any recommendation.
At Global View Capital we have numerous relationships across the insurance and investment industry. This allows us to provide unique solutions for every family we work with. You can rest assured the Fiduciary standard is at our core, and the best interest of the client will always be the reason for any recommendation.
Services
Hi, my name is David. I'm an Independent Financial Planner affiliated with Global View Capital Advisors. I graduated from Marquette University, in Milwaukee Wisconsin with a B.S. Degree in Finance. I work with my wife, Gina and our mission is to help people make good financial decisions so they can live a less stressful and more fulfilling life.
We take the time to listen to your most beloved aspirations, things that make you worry, and everything in between. Through our approach we create an interactive plan and make recommendations based on your unique situation. Everyone's financial landscape & risk tolerance is different, therefore we have many different tools in our investment toolbox.
You will be prompted to fill out your information as well as add additional comments before confirming your meeting. We find value in connecting with people who give back and help improve the lives of others, as that is what is most important to us. Our typical clients are individuals who are serious about their financial position, now and in the future, and looking for clarity and guidance.
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