Who We Are

David Edmisten CFP headshot

David Edmisten, CFP®

Committed to Your Success

I help successful employees in their 50's/60's who are retiring in Prescott, AZ and around the nation. I educate my clients and provide expert advice on retirement income, saving on taxes, investments and benefits planning.

I am a CERTIFIED FINANCIAL PLANNER™ with 16 years of experience helping clients to retire and enjoy the next phase of their life confidently. 

I am a regular contributor to major financial media, and my expertise has been featured in The Wall Street Journal, Forbes, CNN, Kiplinger, US News and World Reports, Fortune, Yahoo Finance, MSN and others.

I am a financial advisor in Prescott, AZ and love to meet with our local clients in person. I also offer virtual meetings if preferred, or for those who live outside our area. We meet with clients wherever they are and at a time that works best with your schedule.  

I understand the appeal of retiring in Prescott!  Our family is originally from Southern California.  We moved to Georgia in 2008, and then relocated to the Prescott area in 2022.  We love the abundance of outdoor activities, pleasant weather and sense of community here.  

We are part of a local church in Prescott Valley, and I am a member of the Prescott Toastmasters #104 club.

I am a Christian, very happily married to my amazing wife Kristy and father of 8 wonderful children.  We enjoy traveling, the beach, hiking, sports, games, and serving others.  I also love music, playing guitar and sharing laughter with family and friends. 

I am a member of the National Association of Personal Financial Advisors, Fee-Only Network, and the XY Planning Network.

Career Experience:
Financial Consultant, Charles Schwab 2015-2022
Financial Solutions Advisor, Bank of America/Merrill Lynch 2011-2015
Relationship Manager, ETrade 2010-2011
Financial Advisor, Wells Fargo Advisors 2006-2010

I look forward to speaking with you and learning about your ideal retirement and how we can help you achieve it!

david and his family sitting in nature

Interested in learning more about Who We Serve?

Learn More