David Eads (CFP®)

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

  • Business Owners
  • Charitable Giving
  • Corporate Executives
  • Divorce Planning
  • Entrepreneurs
  • Estate & Generational Planning Issues

Planning Specialties

Mr. Eads possesses extensive experience in tactical & strategic investment strategies, comprehensive financial planning, and tailored retirement planning. Having many years in the investment industry, he is able to devise unique strategies to effectively manage his clients’ investments and personal finances.

Additional Information

Do you want an advisor that is passionate about investment management and financial planning? You’ve arrived at the right place!

The founder of Vital Investment Management – David Eads – has had an affection for investments since he was 8 years old. It all started with his 4th Grade stock picking project at his elementary school in Loveland, CO. After researching stocks to track for the semester, David settled on two. He’s been hooked on investment research and planning ever since.

Understanding every aspect of financial planning and investment management can be daunting. That’s where Dave comes in. His mission is to provide you with consultative guidance to meet your financial goals. Dave works very hard to create a mutually beneficial and cherished long-term relationship with his clients and their families. Since each client’s financial goals are unique, shouldn’t their solutions reflect that reality? Dave strives to serve clients through meaningful conversations that will create relationships that last for generations. He is adept in providing strategic and tactical investment strategies, comprehensive financial planning, and tailored retirement planning.

Staying up to date with all the latest economic data and proprietary market data, Dave advises his clients in all facets of their financial plan. Dave is the Chairman of Vital Investment Management’s Investment Committee. Dave has strong and effective working relationships with other many professionals in the financial industry.

He has a vast, comprehensive knowledge of tactical investment strategies, financial planning, and an eye for uncommon or undervalued investment opportunities. Dave has created transparent financial planning and investment management packages and combined them with integrative implementation processes. For his clients, this translates to a higher level of service.

NAPFA Start Date

June 18, 2019

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This Office

4045 St Cloud Dr Suite 220 Loveland, CO 80538 Phone: (970) 776-3316