David Findlow

Cell: 303-906-7303
Email: david@mtnlegacy.com

David, a CERTIFIED FINANCIAL PLANNING™ professional, has over 30 years of experience in providing financial advice to high-net-worth clients. Prior to co-founding Mountain Legacy, David spent 13 years as a Vice President, Financial Consultant at Charles Schwab with the Executive Services team. Before his time at Charles Schwab, he spent 17 years at Fidelity Investments where his last role was Vice President, Sr. Account Executive with the Private Access Group. He has also been recognized as a Top Wealth Manager by 5280 magazine for several years.

His passion for the financial planning and wealth management process lies in educating and empowering clients, which enables them to make sound financial life decisions. He values the relationship with each of his clients and enjoys understanding their unique needs.

Originally from Cincinnati, OH, David has lived and worked in the Denver area since 1998. David attended Miami University in Oxford, OH and earned his B.S. in Business after receiving the Evans Scholarship. He and his wife Jen have been active in the community with their support of Craig Hospital, Barbara Davis Center for Diabetes, Children’s Diabetes Foundation, and the Evans Scholars Foundation. David currently serves on the board of the Colorado Open Golf Foundation which benefits the First Tee – Green Valley Ranch.

David and Jen enjoy spending time with their twin boys Ben and Ty, traveling, golfing, and taking advantage of all that Colorado has to offer.