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David  Gaona, CFP®

David Gaona, CFP®

LPL Financial Advisor

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 size organizations. His wealth management advice includes portfolio management, investment design, asset monitoring and retirement planning. David also teaches courses on personal financial management including topics, such as debt reduction, wealth accumulation and wealth management.

David graduated from the University of New Mexico with a BS in Mechanical Engineering in 1979. He also graduated from the University of New Mexico’s Anderson School of Management with an MBA in Finance in 1982. David completed the educational requirements and received the designation of CFP® by the Certified Financial Planner Board of Standards in 2008.

David and his wife Cindy have three daughters and seven grandchildren. In his free time David enjoys spending time with his family, running and riding his bike.