David Breckenridge

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CFP®

The Certified Financial Planner® (CFP®) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board).

AIF®

The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary Practices taught through fi360’s AIF® training programs.

ChFC®

The Chartered Financial Consultant® (ChFC®) credential has the same core curriculum as the CFP® designation, plus two or three additional elective courses that focus on various areas of personal financial planning.

Personal Development

TESTPOP

Truly Independent – We are fierce advocates of the fiduciary standard. Being 100% partner-owned frees us up to put clients first in every aspect of how we do business.

Family Office Services – From private equity to private foundations, we offer wealthy families access to a wide range of specialized expertise—all under one roof. Moneta is the premier choice for ultra-high net worth clients who require the dedicated advocacy and service of a family office with the backing of a wealth management firm of exceptional size and scope.

Family CFO Services – Successful CEOs depend on their executive team to help make wise decisions. This includes having a CFO for tax, financial and sometimes legal decisions. As the CEO of your family, you may have real estate, taxes, trusts, businesses and investments to manage. We serve as your Family CFO to help you make wise financial decisions so you can spend more time doing what you love (and we assume that’s not tax calculations).