David Gaona
LPL Financial Advisor
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...
Adam Coffing, CFP®
LPL Financial Advisor
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...
Tammy Stidworthy
Client Service Specialist
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...
Read more