David Sylvester (CFA®, CFP®)

David Sylvester focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

David Sylvester founded CAVU Wealth Advisors, LLC in 2009. He has over 25 years of financial experience on Wall Street. Additionally he was president of Harmony Airlines in British Columbia, and has experience in the aircraft leasing industry. In the early part of his career David was a noted airline analyst specializing in the emerging airlines that started after the Airline Deregulation Act of 1978. Following that experience, he worked with several investment banking firms, including ten years at Montgomery Securities, now Banc of America Securities.

Following those roles David became a portfolio manager, first utilizing active investment strategies and then converting to passive, index-based, investment strategies. As an investment professional since 1979, David has witnessed the increasing efficiency of the markets – especially since the advent of near ubiquity in global real-time information. As a result of these experiences, David has become an ardent supporter of index-based asset class investing.

Mr. Sylvester earned the designation of Chartered Financial Analyst in 1985 and the Certified Financial Planner ™ designation in 2009. Less than 1% of financial professionals hold both important designations.

Additional Information

David attended the University of Richmond on a football scholarship and graduated with a B.S. in Business Administration. He is a past board member of the national board of the Fellowship of Christian Athletes. As a volunteer, David currently teaches a class on Lifetime Financial Skills at the Bay Area Rescue Mission in Richmond, CA.

Mr. Sylvester has been married to his wife Terry since 1978. They have four married daughters, and a growing list of grandkids. David and Terry live in Moraga. They are active members of Moraga Valley Presbyterian Church. David enjoys outdoor activities including golf, running, and backpacking.

NAPFA Start Date

January 16, 2015

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This Office

1220 Oakland Blvd, Suite 200 Walnut Creek, CA 94596-4388 Phone: (925) 388-0372