David Born, wealth advisors san francisco

David Born, CFA, CFP®

How do I help our clients live a richer life?
As a member of our Personal CFO team, I apply rigorously tested strategies to help our clients meet their goals and sleep better at night. I help lead efforts to maximize our clients’ resources by designing and executing strategies that grow, protect, and transfer assets as efficiently as possible. My greatest professional satisfaction comes from seeing our team’s efforts make a positive and powerful impact on a client’s life. Whether it’s a client, colleague, or community member, my goal is to make the people around me happier.

How do I spend my time outside of Brighton Jones?
I enjoy laughing with friends and family, staying healthy, and getting outside. Whatever I’m doing, I’m usually chasing my baby boy around at the same time. My wife Ali and I love spending time with him, and the three of us can often be spotted on an evening walk around the neighborhood with our dog Sophie. Ali and I love escaping for a dinner alone together, too!