David Westra | Wealth Management and Retirement Plan Services Financial Advisor Phoenix AZ
David Westra, AIF®, CFP®, CPFA

David Westra, AIF®, CFP®, CPFA

Principal,
Financial Advisor

  • Pasadena, CA
  • Nightingale | Hoosiers
  • Abraham Lincoln, Bill Gates, Warren Buffett, and Meriwether Lewis
  • “Surround yourself with people that push you to do better. No drama or negativity. Just higher goals and higher motivation. Good times and positive energy. No jealousy or hate. Simply bring out the absolute best in each other.” - Warren Buffett
  • Honesty, effort, and team player

Financial Advisors

David Westra is an institutional retirement plan services, nonprofit, and wealth management financial advisor based in Phoenix, AZ.

David joined our team in 2020 from MRA Associates. His primary focus is providing investment advisory and consulting services to corporations, nonprofits, foundations, and individuals.

Before joining CAPTRUST, David was a partner at MRA Associates, serving on the firm’s Investment Policy, Compliance, and Management Committees.

Prior to joining MRA Associates in 2006, David spent four years as the director of finance for Avnet, Inc., where he managed the global finance and reporting functions for Avnet Logistics. Prior to that position, David worked in various finance and management roles at eFunds, Deloitte, and Bankers Trust Company.

David resides in Phoenix with his wife and has three adult children.

Education

  • Master of Business Administration degree from Columbia University
  • Bachelor of Science degree in business administration from the University of Southern California

Industry Designations

  • Accredited Investment Fiduciary® (AIF)
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Plan Fiduciary Advisor (CPFA)

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2020, 2021, and 2022 (CAPTRUST Phoenix)

Memberships

  • Board member, Western Pension and Benefits Council
  • Board member, Scottsdale Charros
  • Board member, Charro Foundation
  • Ambassador, Translational Genomics Research Institute (TGen)

News & Resources

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