David Francis is a director in Andersen’s Investment Consulting Services practice. He works with high-net-worth families and their related businesses, trusts, private foundations, and other entities. He also supports the Private Client Services practice, providing tax consulting, tax compliance, and related services.
David has nearly five years of experience delivering investment consulting, financial planning, family wealth planning, tax planning, and tax compliance services to high-net-worth individuals, corporate executives, and family business owners. He is active in the Washington, D.C. professional community.
Location
Education
- Virginia Tech, BS (Finance)
- Virginia Tech, CFP® Program, Education Concentration
Affiliations
- Virginia Tech CFP® Program Alumni Association
- Financial Planning Association (FPA) NexGen