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Name
David Afraimi
Title
Principal of BAM Advisory Group
Bio
David Afraimi began his Financial Services career in 2000 as an Insurance Account Executive in Northern California. His ability and desire for growth led him quickly into a Sales Management position, providing him with the skills and knowledge he would need to expand the company and move into a new market.
After 5 years of continued success David moved his efforts and expanded the company to Denver, Colorado in 2005 where he is currently the Principal of BAM Advisory Group.
David is a highly energetic financial professional with 20 years of industry experience who appreciates the opportunity and unique challenge of working with a variety of clients. He is dedicated to forming long-lasting relationships with each and every client, and is passionate about providing sound advice. David’s expertise includes Retirement Income Planning, Social Security Maximization, Estate Planning and Tax Mitigation.
David is able to build portfolios with greater objectivity, having no proprietary business obligations for himself and BAM Advisory Group. Being an independent advisor allows him to focus strictly on the needs of the individual. David's licensing and certifications include the Series 66, Life & Health, Long-Term Care, Registered Investment Advisor, Registered Financial Consultant®️, Certified Financial Fiduciary®️, National Social Security Advisor®️.
Outside of helping family, friends and community members plan for their future, David also enjoys all the beauty and adventure Colorado has to offer with his wife, Kristy, and sons, Jordan and Ty. When away from the office, he spends a good majority of his time mountain biking, snowboarding and CrossFitting.
State License Number: 5844646
After 5 years of continued success David moved his efforts and expanded the company to Denver, Colorado in 2005 where he is currently the Principal of BAM Advisory Group.
David is a highly energetic financial professional with 20 years of industry experience who appreciates the opportunity and unique challenge of working with a variety of clients. He is dedicated to forming long-lasting relationships with each and every client, and is passionate about providing sound advice. David’s expertise includes Retirement Income Planning, Social Security Maximization, Estate Planning and Tax Mitigation.
David is able to build portfolios with greater objectivity, having no proprietary business obligations for himself and BAM Advisory Group. Being an independent advisor allows him to focus strictly on the needs of the individual. David's licensing and certifications include the Series 66, Life & Health, Long-Term Care, Registered Investment Advisor, Registered Financial Consultant®️, Certified Financial Fiduciary®️, National Social Security Advisor®️.
Outside of helping family, friends and community members plan for their future, David also enjoys all the beauty and adventure Colorado has to offer with his wife, Kristy, and sons, Jordan and Ty. When away from the office, he spends a good majority of his time mountain biking, snowboarding and CrossFitting.
State License Number: 5844646
