David Westra, AIF®, CFP®, CPFA

Principal,
Financial Advisor

HometownPasadena, CA
Favorite Book or MovieNightingale | Hoosiers
Ideal Dinner GuestAbraham Lincoln, Bill Gates, Warren Buffett, and Meriwether Lewis
Words to Live By“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
Qualities I Admire in PeopleHonesty, 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