David brings 30 years of extensive experience in investment management, estate planning, and liability management for individuals, corporations and retirement and profit sharing plans. Throughout his career, he has been recognized for his commitment to his clients, his integrity and his ethical business practices.

 

David focuses on an exclusive group of clients in an effort to ensure he is providing the highest level of service. From the start of the relationship, he develops a full understanding of the current and future needs of his clients and their families. David likes to provide his clients a personal touch and will often develop a personal friendship with them.

 

Before going Independent with First Point Financial, for the past 30 years, David has been an advisor with Morgan Stanley Dean Witter, Merrill Lynch, Bear Stearns, and most recently, with Wells Fargo Advisors.

Sam Javanmard

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David Mizrahi
President and CEO

Our Team

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Disclosures

 

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA / SIPC. Investment Advisory Services offered through Kestra Private Wealth Services, LLC. First Point Financial Management is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. First Point Financial Management and Kestra IS are not affiliated. Kestra IS does not provide tax or legal advice.

 

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.

 

The third party web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. 

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