David Disraeli’s Financial Planning Blog

SKILLS
• Comprehensive financial planning
• Estate Planning, Asset Protection, Risk Management
• Independent College Financial Aid Consultant
• Speaking/Instruction
• Securities Industry Expert Witness – Sales practice violations, suitability, fraud detection, churning, litigation support, live testimony
EXPERIENCE

1992 – Present Independent Financial Adviser.  The Personal CFO, Inc.

Founder and President
The Personal CFO Inc. is a full service financial planning firm. The firm provides comprehensive financial planning, estate planning, tax planning, and investment coaching.    The firm currently provides a full range of insurance products and alternative investments.

• Developed investment methodology using self taught asset allocation methodologies.
  Tested and used dozens of software products for mutual fund momentum analysis, client performance reporting, fee collection, market analysis, and accounting
  Conducted numerous, extensive financial and estate plans, installed sophisticated legal instruments, trusts and wealth replacement vehicles
  Developed methodology for credit analysis of non-investment grade debt securities.

1997 –2000 Zisto.com Inc. Austin, TX
Zisto.com developed an Internet data aggregation product for the financial services sector. The flagship product was launched in July of 2000. Investor’s Command Center allowed users to see accounts at ten major brokerage firms and is the only product which allows users to trade accounts without logging into the broker.
Founder and Chairman

• Took company from concept through beta release
• Raised $1,300,000 in equity capital from personal contacts and strategic investors
• Recruited 12 member Team including CTO, CEO, Operations manager three law firms (corporate, I.P, and securities)
• Negotiated $900,000 licensing deal with Telescan Inc. (Nasdaq: TSCN)
• Directed marketing and p.r. efforts

Directly involved in creation of accounting systems – worked with staff accountants and CPA firm
1986 – 1992 Dean Witter, Prudential Securities, Merrill Lynch Dallas, TX
Registered Representative

PROFESSIONAL DESIGNATIONS
1994 College for Financial Planning Awarded Certified Financial Planner®
1993 NASD Series 24 (All NASD registrations are inactive)
1994 S.E.C. Registration as Investment Adviser (inactive)
1986 NASD Series 7
1985 NASD Series 6,22, 63, Texas Insurance Group One

OTHER ACCOMPLISHMENTS• Published numerous articles in the Dallas Business Journal
• Dallas Medical Journal.
Radio
• Featured as financial expert on call in show KVET Austin
• Featured on KLIF Dallas
• Interviewed on KIXL Austin
Live T.V.
• Interviewed on FOX, KVUE, and KXAN in April 2001
Other
• Guest lecturer at the University of Texas at Austin School of Business
• Performed dozens of financial seminars for retirement planning, college planning, estate planning, the Tax Act of 1997, technical analysis of stocks