Meet David Day
Wealth Advisor / Financial Planner
CFP®
“Finance is not merely about making money. It’s about achieving our deep goals and protecting the fruits of our labor. It’s about stewardship and, therefore, about achieving the good society.”
Robert J. Shiller
David focuses on managing individual client relationships, overseeing the firm's financial planning and driving the firm's retirement income and withdrawal strategies.
Experience
Dave brings the CERTIFIED FINANCIAL PLANNER™ designation and a passion for improving lives through a unique blend of financial science and behavioral guidance to the Gold Medal Waters team. With experience at large banks in L.A. and Pittsburgh, and a prestigious investment consulting firm in D.C., Dave moved to beautiful Colorado to help individuals and families through financial planning.
Before joining our firm in 2017, Dave gained valuable experience at a boutique wealth management firm in Boulder. There, he specialized in assisting corporate executives, small business owners, and self-employed professionals with their wealth management needs. Dave lives by the philosophy of comparing himself to who he was yesterday, focusing on continuous personal and professional growth.
Dave believes that an independent, fee-only, fixed-priced, advice-based approach is best because it puts the client first. He positions himself as a leading financial planning expert by extensively studying accounting, estate planning, and business exit planning. He understands how these areas are interlinked and how coordinating them can add tremendous value.
Outside of his professional life, Dave is an avid outdoor enthusiast with a love for adventure. His passion for nature includes backcountry skiing, snowboarding, backpacking through National Parks, and elk hunting with a bow. He previously road-raced motorcycles and played lacrosse at Elon University. Dave also attends yoga classes to strengthen his body and mind, stay grounded, and savor his blessings.
