Hello! My name is David Disraeli and I am a personal CFO with 35 years of experience. I live in Austin with my wife Lara and our three dogs. We have four grown children and two granddogs. Over my 3 decade-plus career I have made a number of observations and enjoyed hundreds of rewarding client interactions. I have published one book on Amazon and have two more in the works. In addition to providing financial, estate, and tax planning I am on the board of two foundations: Capstone Charitable Foundation, where I am treasurer and Grass Roots Childrens Foundation.
So what exactly is a "Personal CFO"? Most successful companies have a CFO that is responsible for the management of the financial, banking, tax, and cash flow issues. Most successful families do NOT have a CFO responsible for the total financial, tax, and legach health of the family. Instead, people obtain products and services in an "ad hoc" manner and the results are generally less than stellar.
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