David Woodson, MBA, CFP®, EA

David launched his career in New York City, starting as a Research Analyst on Wall Street and eventually becoming an Account Manager where he helped advise on over $25 billion in institutional assets. Post-COVID, he returned home to Washington, where he now applies his institutional finance background to support clients throughout the West Coast and across the country. Beyond investment management and comprehensive financial planning, David brings specialized expertise to tax efficiency and estate planning. As an IRS Enrolled Agent (EA)—the highest credential awarded by the agency—he is a federally licensed tax practitioner with full authority to represent taxpayers nationwide. By continually tracking changes in tax law, David seamlessly integrates proactive tax strategy into every client recommendation, with a goal of ensuring wealth is both built and preserved efficiently.

David graduated from Gonzaga University with a Bachelor’s in Business Administration (BBA) in 2016 and a Master’s in Business Administration (MBA) in 2018. Both degrees had a concentration in Finance.

Outside of the office, David primarily involves himself with three organizations in Clark County. He is a Voting Member on the Estate Planning Council of SW Washington, he is on the Professional Advisory Council (PAC) for the Community Foundation of SW Washington, and he is on the Alumni Board for Clark College. These three organizations provide him with opportunities to sharpen his skillset so that he can better serve his clients while also giving back to the community he grew up in.

David holds his Financial Industry Regulatory Authority (FINRA) Series 7, Series 66, and insurance producer licenses with LPL Financial. David also maintains the following professional designations through their respective issuing bodies:

• CERTIFIED FINANCIAL PLANNER™ (CFP®) – CFP Board
• Enrolled Agent (EA) – The Internal Revenue Service

He has previously held the following professional designations, but has allowed them to lapse:

• Chartered Financial Consultant (ChFC®) – The American College of Financial Services
• Accredited Investment Fiduciary (AIF®) - Fi360
• Certified Plan Fiduciary Advisor (CPFA®) – National Association of Plan Advisors

Today, David resides in Northern Vancouver with his wife, Lillie, and their dwarf Persian cat, Muffin. In his free time, he enjoys reading, playing chess, and cheering on the Gonzaga basketball teams. He also enjoys hiking in the Columbia River Gorge and boating on Lake Merwin in the summer with his family.