David Coles

President & Wealth Advisor
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Through 15 years of experience in the personal finance industry, David has honed his ability to identify a person’s needs and design financial systems to meet them.

“The money my clients entrust to me is something much greater than dollars and cents – it is a tool to build a fulfilling life,” David explains, “I believe that one of the main services I provide to my clients is ensuring they are living gratifying lives now and in retirement.”

In 2018, David co-founded Human Wealth™ reimagining the way advisors interact with their clients and how clients relate to money. Human Wealth™ is a financial planning method that is informed by a person’s subjective wellbeing or how they are experiencing themselves, their environment, and others.

“The work we do as Wealth Advisors extends beyond the balance sheet. We are creating structures for people to lean on when navigating the soft elements of life like relationships, career opportunities, and mental clarity,” David continues.

Outside of financial systems design, David enjoys sailing and wine. He recently passed his Level 2 exam with the Wine & Spirits Education Trust of England and looks forward to continuing his education in the winemaking process.

Credentials and Career Highlights

• Series 7 & 66
• Life & Health Insurance license
• Forbes Financial Council 2021
• Barron’s 2021 “Think Retirement is Only About Dollars and Cents? Think Again.”
• Suits Magazine January 2015 “Trust and Transparency Tops the List”