Rule72 Financial

Hi, I'm David. I founded Rule72 Financial LLC to provide objective and bespoke advice, enabling people to face the future with confidence. As an entrepreneur and business owner, I work with others, especially military veteran entrepreneurs and business owners. My main goal is to help people find creative ways to plan for their lives. I do this by organizing clients' finances, developing adaptable life plans, and achieving financial independence through sustainable and flexible income streams. I've been advising high-net-worth clients since 2018, gaining experience at a large advisory firm. Based in Virginia near Washington, D.C., I enjoy working with clients locally and globally. I served and retired from the US Air Force, with my final tour in the DC area. Outside of work, I enjoy visiting local museums and battlefields and am a member of several charitable organizations that support them.