David Feller has spent over 30 years helping a select group of families manage their investment portfolios with care, insight, and a long-term perspective. His approach centers on addressing each client’s unique financial concerns through the development of personalized strategies in Investment Planning, Asset Allocation, and Risk Management.
David’s comprehensive investment guidance includes:
- Estate investment planning strategies
- Retirement income analysis
- Tax-efficient investment strategies
- Employee stock option analysis
- Private money management services
- Education savings planning
- He works closely with clients to build diversified, risk-appropriate portfolios using a mix of stocks, bonds, and cash alternatives as core investment vehicles.
David holds a Bachelor of Science degree from the University of Michigan and has earned the CERTIFIED FINANCIAL PLANNER
® certification, as well as the Certified Investment Management Analyst
® (CIMA
®) designation. The CIMA
® program is an advanced investment consulting certification sponsored by the Investment Management Consultants Association and delivered in partnership with The Wharton School at the University of Pennsylvania.
David has been recognized by Forbes as one of the Best-In-State Wealth Advisors for seven consecutive years: 2019 through 2025¹, a testament to his commitment to excellence and client service.
Beyond his professional work, David is deeply engaged in his community. He currently serves on the Executive Board of the Kirkland Performance Center, where he also chairs the Investment Committee. He remains active with his alma mater through the University of Michigan Seattle Campaign Council and the LS&A Dean’s Advisory Council. His past civic involvement includes serving on the Board of the Cascadia Community College Foundation, chairing the Yarrow Point Planning Commission, and serving as a Council Member for the Town of Yarrow Point.
CA Insurance License 0I05366. Resident State WA
