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David F
CFP®, Series 65
Morgan Hill, CA
Montage Financial Advisors
David Faulk is a CFP® and Series 65-registered advisor with 20 years of industry experience. He is the principal at Montage Financial Advisors, where he has worked since 2020, and he also serves as president of Montage Tax, a separate tax preparation and planning firm. Prior to founding Montage Financial Advisors, he was with Johanson Financial Advisors, Inc. for five years. Montage Financial Advisors provides discretionary portfolio management and project-based financial planning for individual and high-net-worth clients. The firm employs a primarily passive investment approach grounded in Modern Portfolio Theory, using diversified portfolios of index mutual funds and ETFs, and coordinates closely with clients’ tax and legal professionals.
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