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David Burgess

Managing Director, Partner

David serves as a Wealth Manager for Creative Planning, working directly with clients to develop and implement strategies to address their financial, investment, tax and estate planning needs.

Prior to joining Creative Planning, David worked as Vice President and Senior Investment Manager for two Washington, DC based investment advisory firms serving high-net worth clients and non-profit organizations. In addition to his experiences helping families and organizations meet their long term financial goals, David spent ten years in the capital markets where he worked on a trading desk and in the securitization market.

David received his Bachelor of Science degree with a major in Economics – Finance from Bentley University in Waltham, Massachusetts. David is a Chartered Financial Analyst (CFA) and holds the CERTIFIED FINANCIAL PLANNER™ certification. He also obtained a Certificate in Financial Planning from Georgetown University.

David is a member of the CFA Institute of Washington, DC and has served as a past board member of the Washington Association of Money Managers. He and his wife, Carolyn, live in Northern Virginia with their two children, Eliza and Joshua. In his spare time David enjoys reading, golfing, and spending time with family and friends.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021