David Disraeli

The Personal CFO

David Disraeli is an author, professional educator, and financial Planner. He has been in financial services for over 30 years and published a book available on Amazon regarding his six part system for dealing with aging parents or other senior family members. David has been a broker, investment adviser, certified financial planner and founded The Personal CFO, Inc. in 2003.  

SKILLS • Comprehensive financial planning • Estate Planning, Asset Protection, Risk Management • Independent College Financial Aid Consultant • Speaking/Instruction • Securities Industry Expert Witness – Sales practice violations, suitability, fraud detection, churning, litigation support, live testimony.

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