Broker Check

David Gaona

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 10 years experience as a Financial Advisor. David provides comprehensive financial planning advice to individuals and small to medium...

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Adam Coffing, CFP®

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...

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Tammy Stidworthy

Client Service Specialist

(505) 828-1188

tamara.stidworthy@lpl.com

Tammy is an integral part of Bold Financial Group as she diligently works behind the scenes. She ensures the on-boarding and maintenance process for our client's accounts is thorough and accurate. She loves interacting with the clients...
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