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David Silver, CFP®, CEPA®

CEO / President

An entrepreneur at heart, David earned a Bachelor of Science in Entrepreneurship from the University of Tampa which provided valuable insight into the complex needs of small business owners. Since then, his client base has grown to include executives and professional athletes. David’s acumen in individual financial and insurance services, investment strategies, and business planning are only matched by his attention to detail.

David and his wife, Amy, have 3 amazing children, DJ, Olivia, and William. When David isn’t working, he enjoys quality time with his family, playing guitar, golfing, and watching sports.

Certifications, Licenses, and Recognition

  • CFP®
  • CEPA®
  • Florida 2-15 Insurance licensure
  • Tampa Bay Business Journal Up and Comers Award*

*Awarded to David Silver in 2008. According to the Tampa Bay Business Journal (TBBJ), the 40 under 40 awards (formerly the “Up and Comers Award”) recognizes professionals who quantitatively demonstrate business success, community involvement, leadership ability and influence in the Tampa Bay business community. Recipients are nominated and reviewed by a judging panel at the TBBJ. This award is not based on any one client experience and the receipt of the award is not indicative of future performance. For more information on this award click here.


Meet The Team

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.