David Faskas (CFA®, CFP®)

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

  • AUM
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Millennials

Additional Information

David graduated from the University of Houston-Victoria with a Bachelors Degree.  He is also a CERTIFIED FINANCIAL PLANNER™ professional, and holds the Chartered Financial Analyst® credentials.

He currently is a Lead Advisor for KMH and the Associate Operations Manager.  He is responsible for meeting with clients, developing financial plans, maintaining the client portfolio system, portfolio rebalancing, trading securities, quarterly client billing and statements, and opening new client accounts.

He currently serves on the Victoria Bach Festival Board and is also a guitarist who performs for weddings, parties and other events.

NAPFA Start Date

August 22, 2018

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This Office

101 S Main St Ste 300 Victoria, TX 77901-8142 Phone: (361) 573-4383