David Hultstrom

David Hultstrom

Independent Investment Consultant

Mr. Hultstrom is a thought leader in the wealth management industry and holds a graduate degree in business (MBA) as well as the leading financial planning and investment management designations:

He is currently a member of and active in:

  • CFA Society Atlanta
  • Financial Planning Association of Georgia (former board member)

In addition, Mr. Hultstrom has served on investment committees that collectively managed billions of dollars and has served as an arbitrator and expert witness in securities disputes.  He has also taught over 100 CFP courses, over 200 CPA continuing professional education courses, and been a speaker at numerous financial industry events and conferences.

He has been published in several academic journals and professional magazines, and he is the author of numerous white papers on financial planning and wealth management topics.  He has been a guest on several podcast/internet radio programs, and the Your Money show from Wharton Business Radio on Sirius XM satellite.  He also produces a popular newsletter and blog for financial professionals and has been quoted in numerous newspapers and journals, including the ChicagoTribune, the ChristianScienceMonitor, the EconomicTimes, the JournalofFinancialPlanning, Newsweek, and the WallStreetJournal.

He was recipient of the 2015 HONORS Award for contributions to the financial planning industry from the Financial Planning Association of Georgia and the 2016 Surgent Outstanding Discussion Leader award.