David Swift, CIMA® is a Founding Partner of Second 50 Financial. His chief role is to help develop sound financial advice for the firm’s clients. His focus is on investment analysis and financial planning strategy. He also takes a lead role in working with clients’ tax advisors during the formation and execution of financial plans.
David has been working in the financial related industry for over 12 years. He has successfully completed the Certified Investment Management Analyst (CIMA®) Program at the Wharton School of Business. Recently, David earned the Investment Management Consultant’s Association’s (IMCA) Applied Behavioral Finance Certificate. The program addressed common behavioral challenges that trip up investors and advisors alike. IMCA’s program featured notable experts from leading business schools such as MIT, Chicago Booth and Duke presenting in-depth, thoughtful, and interesting research from the field today. The program also included timely and relevant presentations from behavioral finance experts, financial advisor practitioners, and cutting-edge academics. David has previously held the Series 7, 66 and CA Insurance license.
(CA Ins. License #0H33436)
