David M. Giunta, Founder & CEO

Mr. Giunta commenced his career as a Certified Public Accountant (CPA), auditing public companies for four years, including two with the largest public accounting firm in the world, at the time, Arthur Andersen. Mr. Giunta earned a B.A. from The Ohio University where he graduated cum laude in accounting and business law.

For 20+ years, David Giunta has served as a trusted financial advisor for high net-worth families, acting in the capacities of a licensed CPA (1996-present), securities registered representative (1994-2005), investment adviser representative (1994-2008; 2011-2012), financial operations principal, life insurance agent (1994-2017) and real estate broker (2012-present). His diverse experience across all facets of finance makes Mr. Giunta an invaluable resource for his clients. He commands a proficiency with numbers, but also prides himself on his ability to connect on a personal level.

Mr. Giunta is a serial entrepreneur, having founded and operated six different financial firms that were licensed and regulated by either the securities exchange commission (SEC), commodity futures trading commission (CFTC), national association of broker-dealers (NASD), or national futures association (NFA).

Outside of the office, Mr. Giunta is passionate about his philanthropy work. He serves on the Finance Committee for Mariners Christian School, where his girls attend. He also serves on the board of directors for the Down Syndrome Foundation of Orange County, a cause that is close to his heart. In addition, Mr. Giunta volunteers for non-profit sports organizations, as the head basketball coach for his son and other children with special needs. As a devout Christian, he attends church regularly and leads a men’s bible study. When not working or volunteering, Mr. Giunta finds the greatest joy spending time with his lovely wife of 18 years and their five amazing children. He is a member of the American Institute for Certified Public Accountants.