David Disraeli began his career as a stockbroker in 1986 and has been an independent financial adviser since 1992. The Personal CFO Inc. was incorporated in 2003, prior to which Mr. Disraeli operated as Disraeli and Associates. Mr. Disraeli has passed the NASD (now FINRA) Registered Principal exam in 1992,the NASD Registered General Securities Representative exam in 1986 and the comprehensive Certified Financial Planner exam (for a list of topics, click here) in 1994. After 15 years as a portfolio manager, Mr. Disraeli’s practice is now focused on strategic planning and has no active securities registrations.
David is the president of the Austin chapter of The Society for Financial Awareness, a non-profit speakers bureau. In addition to being a personal cfo and lecturer, Mr. Disraeli has authored a book called “What to do With Your Aging Parents”