David Born, wealth advisors san francisco

David Born, CFA, CFP®

Lead Advisor

San Francisco Office

Phone: 415.653.8909

LinkedIn Profile

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!

New on Our Blog


Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Brighton Jones LLC), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained on this blog serves as the receipt of, or as a substitute for, personalized investment advice from Brighton Jones LLC.

To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Brighton Jones LLC is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Brighton Jones LLC’s current written disclosure statement discussing our advisory services and fees is available for review upon request.

Brighton Jones is not affiliated with Facebook, Twitter, LinkedIn, Google+, YouTube or other social media websites and we have no control over how third-party sites use the information you share. Please remember that you should never communicate any personal or account information through social media and it is important to familiarize yourself with their respective privacy and security policies.

Pin It on Pinterest