David Polstra (CFP®, CIMA®, CPA®)

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

  • Charitable Giving
  • Corporate Executives
  • Estate & Generational Planning Issues
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Planning Specialties

Dave is the Co-Founder of Brightworth. A personal Wealth Advisor to high-net-worth families since 1981, Dave provides comprehensive financial and investment advice, specializing in retirement transition planning, executive compensation, estate planning and charitable planning. He is a well-known speaker at national conferences, where he teaches retirement plan distribution and wealth transfer strategies to attorneys, CPAs and financial advisors.

Dave completed the Investment Management Consultants Association's Investment Management Analyst program at the Wharton School of Business at the University of Pennsylvania and is a Certified Investment Management AnalystSM. He is also a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ practitioner, and is a member of the fee-only National Association of Personal Financial Advisors (NAPFA) and the Georgia Society of Certified Public Accountants. He earned his Bachelor of Business Administration in accounting from the University of Texas at Austin, graduating Cum Laude.

Additional Information

Dave has served on the advisory board of the Journal of Retirement Planning and has taught corporate retirement planning workshops for some of America's largest corporations. Dave received the 2004 HONORS Award for lifetime achievement and contribution to the financial planning industry from the Financial Planning Association of Georgia. Dave currently serves on the boards of the Atlanta Estate Planning Council and Eagle Ranch Children's Home. He is also a member of United Way's Alexis de Tocqueville Society and Ivan Allen Circle. Dave is the past chairman of the board of Eagle Ranch Children’s Home and the Eagle Ranch Foundation. He currently serves as chairman of the board for Medical Missions Ministries (MMM), an organization that provides free medical care to the poor living in rural Guatemala. In 2011, Dave received the Global Community Impact Award from Invest in Others Charitable Foundation for his work with MMM.

Dave has been quoted in numerous publications including Atlanta Journal-Constitution, CBS MarketWatch, Financial Planning, Forbes, Fortune, Investment Advisor, Money Magazine and The Wall Street Journal.

Dave and his wife, Betsy, have three adult children and are active members of Perimeter Church in Johns Creek. His hobbies include jogging, waterskiing, wake surfing and vineyard cultivation.

NAPFA Start Date

July 10, 2003

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This Office

3344 Peachtree Rd NE Ste 2000 Atlanta, GA 30326-4804 Phone: (404) 760-9000 Fax: (404) 604-3754