David Brasfield, CEPA®, CRPS®, C(k)P™, GFS™
David began his financial services career with Smith Barney’s Consulting Group in 1996, which later became Graystone Consulting, now the institutional division of Morgan Stanley. Since his career began he has been serving individuals, business retirement plans and their plan participants. Since 2012 he has been serving in the Registered Investment Advisory business as a fiduciary adviser. He is a former Director of Financial Planning and continues to serve on the financial planning team at IDA. Passionate about financial planning and wealth management he helps business owner clients align and prepare their personal financial planning and investment management needs in advance of their business sale.
David served as a member of the Association of Professional Investment Consultants (APIC), President of the Phoenix Chapter of the Institute for Investment Management Consultants (IIMC), and a member of the technology committee of the K-Group (an APIC group of Morgan Stanley Smith Barney) that helped financial advisors with retirement plans.
In 2007 he obtained the Chartered Retirement Plan Specialist® (CRPS®) designation to help businesses with their various Retirement Plans. He completed the Accredited Investment Fiduciary® (AIF®) program conducted by the Center for Fiduciary Studies, as well as the Certified 401(k) Professional™ (C(k)P™) program facilitated by The Retirement Advisor University (TRAU) at the UCLA Anderson School of Management Executive Education. David has previously served with the adjunct lecturer for The Retirement Advisor University (TRAU) Plan Sponsor University education program hosted at the Thunderbird School of Global Management.
David holds the Global Fiduciary Strategist™ (GFS™) designation facilitated by Don Trone, founder of fi360, the Foundation for Fiduciary Studies, 3etho, and regarded by the press as the “Father of Fiduciary.” Most recently, David obtained the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute to help business owners with their exit planning strategies.
David attended Central Washington University, majoring in Aviation with a minor in Business Administration. He calls Phoenix home and is an active member of his church, enjoys spending time with his wife and four daughters, the outdoors and community service events throughout greater Phoenix.