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Other reviews can be found here:

10 months ago
David is awesome to work with. He was very patient with me explaining everything in detail when I didn’t understand. I would definitely recommend working with him.
Colum Malcolmson

11 months ago
David is an extremely knowledgeable person who is 100% devoted to his clients needs. From LLC’s, Insurance Policies, financial planning, and much more, I highly recommend The Personal CFO.
Marty Treviño

a year ago
David was very thorough and patient. It was my first time working with a financial planner but he took me though all the steps. I know a lot of people who have put off important things like wills and power of attorney, etc. I had a rather …More
Cody Fisher

11 months ago
I have used David’s services for setting up a series LLC, Power of Attorney, Personal Trust, and An Estate Will. He is VERY knowledgeable and an absolute pleasure to work with. I would highly recommend his services.
Bill C.

10 months ago
David provides great personal service with a genuine concern for your financial future. You owe it to yourself to atleast have a conversation with him to see if you can benefit from his years of experience.
Eric Stauffacher

2 years ago
In having been recently laid of from a corporation after nearly 14 years tenure, I decided I would take a different direction in life and become a real estate investor. In setting up my business I consulted David for advice in establishing …More
Weldon Henson

2 years ago
David is very thorough and detailed oriented with his work. He takes the extra step to make sure you understand exactly what you are getting done. I highly recommend his services!
Paul Mc

2 years ago
David is extremely knowledgeable and a true professional. My wife and I recently used his services to help us walk through retirement decisions. We expected a lot and he gave us more. We will continue to use him at minimum on an annual basis to make sure we stay on track.
Amir Memic

11 months ago
David is professional and takes his time to get to know his clients. Look forward to using his services in the years to come.
JT Salinas II

2 years ago
Outstanding Service, thank you David. I searched many consultants, cpa’s, attorney’s, book keepers etc, over many years and David put the package all together in a seamless manner, I can sleep more peaceful at night now, thanks again.
Jay S

2 years ago
David Disraeli from “The Personal CFO” is an outstanding financial consultant! He helped us with all of our estate planning needs and helped us reduce personal risk from our rental properties. …More

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Yelp

More Yelp Reviews:

  • Larry R.
    • Larry R.
    • Aubrey, TX
    •  0 friends
    •  1 review

    6/29/2016

    My family has trusted David for over 20 years to give sound advice about investments, wills, and other financial matters.  I highly recommend him for his ethical approach and advice.

    David D.
    Comment from David D. of David Disraeli 
    Business Owner

    4/14/2017  Thank you Larry for your honest, kind words.

  • Charles W.
    • Charles W.
    • Austin, TX
    •  0 friends
    •  1 review

    5/28/2016

    I met David Disraeli through a mutual friend.  Although I am in the financial services business myself, I was referred because David is an expert in estate planning and I am not.  He also handles alternative investments which help offset the risk of owning stocks.  I could not be more pleased with the relationship and I would highly recommend him to others..

  • Carmen P.
    • Carmen P.
    • Austin, TX
    •  0 friends
    •  1 review

    3/17/2017

    David was consulted by my husband and I when we were starting a new business. He helped us understand what we needed financially, recommended a very competent accountant to manage our books, helps us walk through some of the key scenarios to be successfully, and finally helped us find our first client. He really went above and beyond, and we are grateful that not only is he our trusted financial advisor, he has become a great friend!

    David D.
    Comment from David D. of David Disraeli 
    Business Owner

    4/14/2017  Thank you Carmen.  I am glad you benefited from the service.

  • Curly H.
    • Curly H.
    • Austin, TX
    •  0 friends
    •  5 reviews

    3/17/2017

    David Disraeli is smart, hard working, and awesome at following through. Being new to the state, we weren’t sure what documents were necessary for estate planning. He made sure we each had a will and power of attorney . And he was VERY affordable and VERY quick. The delay was on our end because we had to get the documents notarized, with two witnesses, which was hard to do for us. He politely, yet dillegently, followed up, again and again, until he personally went with us to a notary that would witness the signature and he also served as a witness. He double and triple checked each document was complete and correct, and then took the documents to scan into an electronic vault for safe keeping. I highly recommend David, he is awesome!

  • Brad H.
    • Brad H.
    • San Antonio, TX
    •  0 friends
    •  6 reviews

    7/23/2016

    David did the estate planning for my 84 year old  father. He went above and beyond the call of duty. David showed true care and concern for my dad throughout the process. David was persistent and very engaged every step of the way.

    David even wrote a book about dealing with aging parents so his knowledge and expertise goes far beyond drafting the necessary documents. He also has experise in financial planning which can be a huge benefit to his clients.

    I highly recommend David for those needing help with estate planning, financial planning or both. Don’t put it off, give David a call and receive excellent counsel and service to help meet your needs.

    David D.
    Comment from David D. of David Disraeli 
    Business Owner

    4/14/2017  Brad you were a delight to work with.

  • Robert T.
    • Robert T.
    • Cedar Park, TX
    •  0 friends
    •  5 reviews

    7/6/2016

    David has helped myself and my parents with complex estate planning issues.  He is patient and one of the most competent financial professionals I have met.

    Bob Cedar Park

  • Ruth S.
    • Ruth S.
    • Highland Village, TX
    •  0 friends
    •  2 reviews

    6/22/2016

    David let me know exactly what to expect if our loved one dies and what documents we will need to make things much easier afterward.  His advice really gave me peace of mind.

  • Tom C.
    • Tom C.
    • Round Rock, TX
    •  0 friends
    •  1 review

    6/15/2016

    I met David Disraeli through a mutual friend.  I was referred because David is an expert in estate planning and I am not.  He also handles alternative investments which help offset the risk of owning stocks.  I could not be more pleased with the relationship and I would highly recommend him to others.

  • Al J.
    • Al J.
    • Round Rock, TX
    •  0 friends
    •  1 review

    6/14/2016

    David was very helpful in developing wills and Power of Attorney documents for my wife and I.  We feel very confident that our family will have everything they need to fulfill our final request.  Thanks David for all your help.

  • Lynne W.
    • Lynne W.
    • Austin, TX
    •  1 friend
    •  2 reviews

    6/1/2016

    I have known David for over 5 years now and he has always exemplified quality professionalism and great depth of knowledge in the financial markets. He has extensive experience with investment management, asset allocation, financial and retirement planning, as well as estate planning. Moreover, he is highly ethical and a valued trusted advisor.