David Stephens, CFS, CFBS

David Stephens, CFS, CFBS

CEO

Linkedin

Though he is known to many in the Virginia Beach community for his leadership in philanthropic circles, when it comes to talking about his own work, Dave Stephens is incredibly modest about the significant leadership role he plays in guiding clients to the financial future they envision.

Dave is a master at advocating for others. Whether it’s an impassioned plea to support Alzheimer’s research, or a spirited conversation about your finances, through his innate leadership capacity, Dave inspires those around him to step up and take charge – of whatever it is that matters most to them.

Dave’s leadership ability was first spotted in the Army, further developed in a successful career in the auto industry, and is a huge asset to his current career in financial services.

The switch to the financial industry happened coincidentally through Dave’s own search for a personal financial planner. “Once I experienced the planning process myself, I became fanatical about recommending it to everyone I knew,” Dave recalls. It wasn’t long before Dave realized his real passion was in financial services and he later launched his first financial planning firm, to great acclaim.

What drives Dave to lead is a deep-seated love for people. He is a natural at coaching and mentoring. “I’m invested in the people who cross my path,” he says, “whether it’s a friend, an employee or a client, I want to help them get to a better place.” It’s a philosophy that has served him well: the investment in good people has in turn translated into the high level of service clients have come to associate with the firm.

When Dave is not leveraging his energy into getting people excited about the future, one can find him volunteering for the many social causes he holds dear: the Alzheimer’s Association, the Virginia Beach SPCA, and Toby’s Dream, among others. Dave also loves to play golf as much as his schedule permits.

He resides in Virginia Beach with his wife, Debbie.

Back to People