About
David Wharram
Born and raised in the UK, David Wharram is a seasoned personal financial consultant with a global perspective. Having lived in Germany, South Africa, New York City, and now residing in Santa Fe, New Mexico, David brings a wealth of experience and a well-rounded approach to his practice. His diverse background across multiple industries allows him to offer unique insights tailored to each client's needs.
David specializes in strategic investment advice, retirement preparation, and life insurance options, as well as servicing retirement benefit plans for small to medium-sized businesses.
No matter where you are in your financial journey, David is committed to helping you solve your financial challenges and build the future you deserve.
As a financial advisor, held to the fiduciary standard, David works solely in his clients' best interests, ensuring that his advice and actions are aligned with your goals. His priority is to offer clear, trustworthy guidance, empowering you to make informed decisions with confidence.
David also, provides financial clarity and support during life transitions.
Ready to Start?
If you're interested in exploring how David can help you pursue your financial goals, please don’t hesitate to reach out. Use the contact form at the bottom of this page to set up a consultation, or simply to inquire whether our services are right for you.
Regardless of who you choose to work with, we strongly recommend checking their credentials on BrokerCheck, an independent resource provided by FINRA. It’s essential to be informed and ensure that your advisor is someone you can trust.
