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David B
CFP®, Series 66
Boerne, TX
Forma Financial Planning
David Bartoski is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Forma Financial Planning in Boerne, TX. His prior experience includes roles at USAA and USAA Investment Management Company over the course of 11 years. Forma Financial Planning LLC is a fee-only registered investment adviser that offers discretionary investment management and comprehensive financial planning primarily to individuals and high-net-worth households. The firm employs an investment approach based on asset allocation principles from Modern Portfolio Theory, utilizing a mix of passive and active funds, ETFs, individual securities, and model portfolios to achieve diversification and tax efficiency.
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