David Papale
- CFP
- CRPC
- Managing Director - Investments
“I work best with clients who appreciate the broad range of services we offer and who understand the importance of balancing both the intangibles and tangibles of their overall financial plan.”
David helps clients develop a personal path to retirement, enjoy financial confidence during retirement, and transfer wealth seamlessly to future generations. In addition to investment management, he provides customized financial planning strategies to all clients. David manages retirement income plans, collaborates on estate planning strategies, and assists small business owners to raise capital, make acquisitions, and sell or transition a business.
David has worked in the financial services industry for his entire career and has been named a *Forbes Top Next-Gen Wealth Advisor in 2018, 2019, 2021, 2022, and 2023. To grow his industry knowledge, he has earned the CERTIFIED FINANCIAL PLANNERTM designation and the Chartered Retirement Planning Counselor certification. David received a degree in economics with a minor in music from Providence College.
Outside the office, David is an avid musician. He is a proud supporter of the American Youth Symphony, an organization dedicated to the artistic development of young musicians. David gained a love of travel and food when he furthered his studies in international business at the University of New South Wales.
CA Insurance License #0G06780. Resident State CA
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Dylan Lee
- Registered Client Associate
“Simply put, I am a doer. David and I work well together because we are both extremely client-focused. Anything our clients need, no matter the complexity, we will find the solution and get the job done.”
Dylan is responsible for day-to-day service and administrative needs. He also provides data analytics to support David with trading, financial planning, wealth advisory, equity strategy, and asset allocation.
Dylan held an internship with Wells Fargo Advisors before joining David Papale’s team in 2021. He brings expertise in portfolio analysis and investment research to Papale Financial Strategies Group. Dylan graduated from Southern Methodist University with a B.B.A. in finance and a B.S. in economics. Dylan enhanced his education abroad at Beijing Normal University where he completed his minor in Chinese.
Outside the office, Dylan maintains an active lifestyle by taking spin classes and going to the gym. He loves photography and worked throughout college as a sports photographer for the SMU football team. Lately, he has begun to develop his talents for smoking meats in his Traeger grill and enjoys cooking for friends.
CA Insurance License #4117117. Resident State CA