Client-Centered Approach
Your financial well-being is our top priority. We take the time to understand your aspirations and design strategies uniquely tailored to your situation.
Clear Communication
Financial planning can be complex, but it doesn’t have to be confusing. We explain every recommendation in plain language so you can make informed decisions confidently.
Proven Expertise
With years of experience helping clients navigate the financial landscape, we deliver advice rooted in knowledge, trust, and results.
Holistic Financial Planning
We look beyond the numbers to create a comprehensive strategy that aligns with your life goals, values, and future aspirations. Our approach ensures every aspect of your financial life works together seamlessly.
ABOUT US
At Sound Advice Financial, we are committed to helping individuals and families make informed financial decisions with confidence. Our mission is to provide personalized financial planning services that are transparent, objective, and aligned with your long-term goals.
We take a client-first approach—listening carefully to your needs, understanding your financial situation, and offering guidance that is tailored to your unique circumstances.
Whether you’re planning for retirement, managing investments, or preparing for life’s milestones, we aim to deliver strategies that are both practical and easy to understand.
Our team brings years of experience in financial services and adheres to industry standards and regulatory guidelines, including those set by the Financial Industry Regulatory Authority (FINRA). We believe in full disclosure, honest communication, and putting your best interests at the center of everything we do.
At Sound Advice Financial, your future is our focus—and we’re here to help you plan with clarity and confidence.
Meet David
Experienced Financial Advisor | 30+ Years Helping Business Owners, Professionals & Retirees with 401(k) Plans, Fiduciary Support & Retirement Readiness
I specialize in guiding plan sponsors and business owners through 401(k) setup, rollover, and fiduciary risk management, while also helping professionals and retirees achieve financial independence. A U.S. Navy veteran and former board member of the IAFP in Phoenix and San Fernando Valley, I regularly lecture on tax reduction, estate planning, and charitable gifting. I stay current with over 20 hours of annual financial education.
A few things we’re great at
At Sound Advice Financial, we pride ourselves on delivering thoughtful guidance with integrity. Our strengths lie in clear communication, ethical practices, and personalized support—always grounded in regulatory compliance to safeguard your best interests.
What Sets Us Apart
Values-driven service, every step of the way
- Clear, honest guidance tailored to your financial goals
- Ethical conduct and full transparency in every interaction
- Personalized solutions built with fairness and integrity
- Jargon-free communication that keeps you informed and confident
- Regulatory compliance designed to protect your best interests
Why Clients Trust Us
Built on integrity, guided by experience
- We offer financial advice rooted in transparency and care
- We uphold industry standards to ensure ethical decision-making
- We simplify complexity, turning goals into actionable steps
- We tailor strategies to your unique needs—not one-size-fits-all
- We keep compliance at the core of everything we do
Real Results, Real Stories
Our clients share how personalized guidance and transparent service helped them feel more confident about their financial future. We’re proud to walk alongside them—and honored by their words.
I came to Sound Advice Financial feeling overwhelmed about retirement, but their step-by-step approach helped me feel in control for the first time in years. They listened, offered clear guidance, and never rushed the process. I now have a plan I understand and feel confident in.
— Eleanor M., Small Business Owner
What stood out to me was their transparency. Every question I had—fees, risk, timelines was answered in plain language. It’s rare to find a firm that makes you feel informed, not intimidated. I recommend Sound Advice to anyone who wants clarity and integrity in financial planning.
Jonathan T., Tech Professional
From our very first conversation, Sound Advice Financial demonstrated real care for my goals and situation. They took the time to learn what matters to me—not just my numbers, but my values too. I’ve worked with other advisors before, but this is the first time I felt truly understood.