About Bold Financial

About Us

BOLD Financial Group is an INDEPENDENT, financial service firm committed to helping both individual investors and business owners pursue their financial goals. Over the past 20 years, Bold Financial Group has specialized in providing access to high quality products in an environment of close personal service. Our business has grown substantially, as our great clients refer other great clients.

Our office is located in Albuquerque, New Mexico, at the foot of the beautiful Sandia Mountains. We serve clients in over 23 different states across the country. Whether we get a chance to meet in-person at our offices, online through computer screen sharing meetings, or via a phone call, we are able to serve you wherever in the country you may be.

Why We Exist

We are a highly motivated and driven team PASSIONATE about making a positive impact in people's lives. The heartbeat of our organization is centered around three purposes.

Seeing people get confident and excited about their future
Helping take the stress and complexity out of financial investing
Guiding people to help pursue their financial and lifetime goals.

At Bold Financial, we exist because whether you are a business, an individual, or family, you and your future matters.

Our Values

1) We make YOU the priority

Everyone is unique and your life, goals, and dreams matter! We want to get to know you so together we can craft customizable strategies specific for you.

2) We keep strict CONFIDENTIALITY

We will go above and beyond to ensure that your information is kept safe and secure.

3) We are committed to building LONG-TERM RELATIONSHIPS

We will be there to help out throughout each and every season of life that you may be going through.

4) We aim to provide OBJECTIVE advice

We will never put our own interests above yours.

5) We strive to build absolute TRUST

Through our high level of care, knowledge, and integrity, we will make every effort to earn and keep your trust.

6) We will keep you INFORMED/CONNECTED at all times

Our ambition is to take the complexity of our financial world and present it to you in simpler methods. We never want you leaving with questions or uncertainty. Whether it's online through 24/7 access to your accounts, a face-to-face meeting, a phone call, or email, we never want you feeling out of the loop.

Our Team

David Gaona, CFP®

LPL Financial Advisor

(505) 828-1188

david.gaona@lpl.com

David L. Gaona, CFP® has been President/Co-Owner of Bold Financial Group since 2005 and has over 15 years experience as a Financial Advisor. David provides comprehensive financial planning advice to individuals and small to medium...

Adam Coffing, CFP®, CRPC®, APMA®

LPL Financial Advisor

(505) 828-1188

adam.coffing@lpl.com

Adam Coffing joined Bold Financial Group in January 2017. Driven by his passion for people and wanting to make a difference in other's lives, Adam is motivated each and every day to bring a high level of care and attention to each...

Megan Cunningham, CFP®

LPL Financial Advisor

(505) 828-1188

megan.cunningham@lpl.com

Megan Cunningham joined the team in July of 2018. Megan strives to provide each client with individualized care and customer service. She loves to go above and beyond to help people on their way to their financial goals. Megan...

Jenna Coffing

Operations Manager

(505) 828-1188

(505) 823-2344

jenna.coffing@lpl.com

Jenna has been apart of Bold Financial Group since 2008 serving in a variety of roles. As Operations Manager, she helps ensure that all aspects of the business are running smooth and effective. In her free time, Jenna enjoys watching...

Lauren Torres

Client Service Specialist

505-828-1188

lauren.v.torres@lpl.com

Lauren is dedicated to provide our clients excellent care and customer service. She works meticulously ensuring every account is complete and accurate. Our clients love her warm personality and hospitality. Lauren is an Albuquerque...

Contact us to schedule your FREE appointment