However, David realizes through his previous years of Management, that most Financial Professionals interests are best served by spending more time with clients and client relationships than taking on the analytical rigor of figuring out complex mathematical investment strategies and watching lines cross on their computer screen all day long. Therefore, after 24 years of experience, David has put together ActivePortfolioCoach.com, Inc. as a service targeted to Financial Professionals so that they can just simply follow a proven system rather than trying to “Re-invent the Wheel”. Hence the name “Coach” as opposed to “Professor” in that this website is not necessarily designed to “teach” all of the intricacies of Technical Analysis but to simply “Call the Plays” so as to keep Financial Advisors “in the game” during these difficult and challenging market environments.

Listed below are a few of David’s credentials and accomplishments. A complete detailed Resume is available.

• Graduated from Boise State University - Degree in Mathematics.
• Worked seven years as Computer Programmer.
• Financial Services for 24 Years.
• Has 5 earned Professional Credentials including; CFP®, ChFC, & CLU.
• Holds 7 Securities licenses
• Founder, President, and CEO:
  Advanced Financial Solutions, Inc. - a Registered Investment Advisory firm…and
  ActivePortfolioCoach.com, Inc. - an E-business subscription service to other Financial Professionals.
• Married for 37 years to his wife Linda, lives in Boise, Idaho and enjoys his Children, Grandchildren, Fishing, Sailing, and Golf.