A seasoned wealth adviser with over 20 years of experience, David McInnis is the Managing Partner of Aristîa Wealth Management's Atlanta office. His family's medical background instilled in him a structured, analytical approach to financial planning and investment management. David is a graduate of Georgia Tech's Scheller College of Business, where he earned an MBA in Economics and Financial Analysis. His commitment to professional excellence is evidenced by his advanced certifications: Certified Financial Planner™ and Certified Investment Management Analyst® (CIMA®), a graduate-level program taught at the prestigious Wharton School and sponsored by the Investments and Wealth Institute (IWI®).
At Aristîa, David is passionate about crafting personalized wealth management strategies that align with clients' long-term goals. His expertise spans portfolio management, research and comprehensive financial planning.
Email: concierge@aristiawealth.com | Website: www.aristiawealth.com
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