David Paez moved to Prescott from Scottsdale, Arizona in 2005. He began his career in the financial services industry in 1994 as a stock broker at a regional firm in Phoenix. After years of experience trading stocks and options, he decided to expand his business by teaming up with an advisor in Prescott. He has since expanded his scope in the financial services industry with regards to Estate & Tax Planning as well as Retirement Planning.
Attention to detail, good listening skills, integrity and great empathy are symbols of his appreciation by his clients. As an experienced and knowledgeable financial advisor as well as being creative, David is ready to work with you to help ensure you and your family's financial future.
David is supported by a team of knowledgeable administrative staff, group benefits and investment product specialists, whose professionalism and experience help him build long-term relationships with his growing client base, all with excellent customer service.
When time allows, you can find David enjoying a varying degree of activities from scuba diving, to performing music.