David Hultstrom/Financial Architects
President & Chief Investment OfficerFor over a decade Mr. Hultstrom has served as president of Financial Architects, a registered investment advisory firm that provides personal financial planning and wealth management services for private clients.
He began his career as a Financial Advisor at a small firm in Florida. Realizing his clients’ need for more comprehensive financial advice, he worked for several years in the tax field while earning his MBA and was subsequently a Vice President at Wheat First Butcher Singer (now Wells Fargo Advisors) where he was responsible for teaching financial advisors the nuances of various financial planning and investment techniques as well as the latest technology tools.
Mr. Hultstrom then joined Financeware as the Director of Training where again he instructed financial advisors in the proper methods of performing sophisticated modeling of financial plans and constructing appropriate investment portfolios. Subsequently, he founded Financial Architects, LLC to help individuals more directly.
He has served as a local chapter board member of both the Financial Planning Association and the Society of Financial Services Professionals. He is currently a member of and active in: The Atlanta Society of Finance and Investment Professionals The Financial Planning Association of Georgia The Investment Management Consultants Association The National Association of Personal Financial Advisors (NAPFA) Mensa
He has also earned the premier industry designations, including: Master of Business Administration (MBA) Certified Financial Planner (CFP®) Chartered Financial Analyst (CFA®) Chartered Financial Consultant (ChFC®)
Mr. Hultstrom has served as an arbitrator and expert witness in securities disputes and has taught numerous courses nationwide for CPAs, financial planners, investment managers, and other professionals through several universities and other organizations.
He has been published in Financial Planning and Investments & Wealth Monitor and is the author of a number of white papers on financial planning and wealth management topics. He also produces a newsletter and a blog for thousands of financial professionals and has been quoted in numerous newspapers and journals, including the Chicago Tribune, the Christian Science Monitor, the Economic Times, the Journal of Financial Planning, Newsweek, and the Wall Street Journal.
Mr. Hultstrom resides in Woodstock, Georgia with his wife, Dawn, and their daughter, Alexandra. In addition to her roles as wife and mother, Dawn is an avid marathon runner and a kindergarten teacher at Cherokee Christian Academy where Alex attends high school.
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