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David B
CFP®, Series 63
Sonoma, CA
Mutual Advisors, LLC
David Boydell is a CFP® professional with 32 years of experience and is currently with Mutual Advisors, LLC. His prior roles include positions at Mutual Securities, Inc., Concert Wealth Management, Mid Atlantic Financial Management, Inc., and FDx Advisors, Inc. Outside his advisory work, he is involved with FairShares, Inc., a financial technology company, and is also authoring a children’s book. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers asset management and financial planning services using both active and passive strategies tailored to client objectives, and is notable for its scale and breadth of institutional work, managing approximately $9.45 billion across 154 advisors.
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