Episode 32 - Bringing peace of mind to clients is incredibly rewarding and his favorite part of delivering financial advice. David enjoys knowing he can relieve client stress by assuring them they have us in their corner constantly looking out for their financial wellness.

David’s favorite part of the financial planning process is getting to know the client. “Just as there is so much more to people than their finances, there is so much more to a financial plan than numbers. The holistic approach we take to financial planning goes beyond just investment management, as we work to ensure our families are confident in all aspects of their financial lives.”


You can find out more about David Bigelow here: https://www.coldstream.com/blog/team_member/david-bigelow/


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