David Hall
Director Client Engagement
David serves as a Director of Client Engagement - International, introducing clients to the firm's wealth management services. These services encompass all aspects of a healthy financial life and include customized investment management, financial planning, charitable planning, retirement plan consulting, tax planning and preparation, and estate planning services.
David has nearly two decades of experience in the financial services industry. Prior to joining Creative Planning, he served as a UK Director of Specialized Client Services at an international investment advisory firm, where he was primarily involved in reviewing and analyzing investment portfolios and helping clients set and achieve their financial goals.
David received his Bachelor of Arts degree in business administration from Western Governors University. He is also an Accredited Financial Counselor<sup>®</sup> professional, as designated by the Association for Financial Counseling and Planning Education.
David and his wife, Lalie, enjoy traveling, being outdoors, watching movies, playing board games and spending time with their three children, Brei, Galli and Duran.
Articles by David Hall
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