David J. Maher
CFP®, CPWA®, AWMA®, AAMS®
- 14 years of competitive swimming
- 2 years driving a Zamboni
- 1 lifelong love of the ocean
David works with business owners, high net worth individuals and families in the areas of investment planning, risk management and asset protection, estate planning strategies and wealth transfer, charitable giving, endowments, and planning for closely held business owners and executives. David takes a panoramic approach towards working with clients to help them build, manage, preserve and transfer their wealth.
BACKGROUND AND EXPERIENCE
Originally from Spokane, Washington, David received his Bachelors of Science in Biology while attending the University of New Mexico where he swam competitively at the Division I level.
David is a managing principal and a CERTIFIED FINANCIAL PLANNER™ professional with more than 15 years of experience in financial services. In 2021, he completed an executive education in Wealth Management Theory and Practice through the Yale School of Management and became a Certified Private Wealth Advisor™ certificant.
Additionally, he holds the Accredited Asset Management SM and Accredited Wealth Management AdvisorSM designations as well as the Series 24 General Securities Principal, Series 7 and Series 66 and insurance licenses. David is a co-founder of Backshore Wealth Management Group and serves as the general principal and branch office manager.
AWAY FROM THE OFFICE
David and his wife Reyna moved to Vermont in 1995, they reside in Essex Junction with their 3 miniature schnauzers. They have two adult children who are attending Bentley University and Providence College. When not serving clients, David enjoys running, hiking, swimming, reading, smoking meat and spending time near the ocean in Rockport, Massachusetts. David is passionate about hockey and supports the Essex Junction Youth Hockey Association and the Juvenile Diabetes Research Foundation.
Backshore Wealth Management Group is not a legal or tax advisor. Wells Fargo is not a legal or tax advisor.