David Freisner started his financial planning practice in 2005, and brings a passion for partnering with businesses and individuals to achieve financial security. My practice focuses on advising businesses and individuals on the best options to reach their financial goals. This includes attaining a clear understanding of and identifying the business or individual’s unique financial priorities before developing a written financial plan targeted for their goals. Ongoing reviews and adjustments help to keep their unique plan on track to achieve goals.
I draw upon the skills I refined & enhanced during my 20 years business experience as a CFO and COO in the manufacturing, higher education and healthcare industries throughout my practice. In past senior level roles, I have been involved closely with acquisitions, strategic planning, cost-cutting initiatives, identifying and implementing growth opportunities – both organic and new, along with developing risk management policies. As a CFO, I provided leadership that grew business revenues by more than 700% over a five-year period of time. I bring my extensive knowledge as a financial executive, a CPA, and as a Financial Advisor to work for business owners, executive teams and individuals to facilitate achieving their financial goals. These entail areas such as retirement planning, developing retirement income streams, implementing risk management solutions to protect earnings power, and exit planning strategies that position owners to realize the most value for their business.
One of my major strengths is the ability to analyze an issue and identify various solutions, including pros and cons; risks and rewards that provide the best opportunity for a positive outcome, and then working tirelessly to monitor/adjust as new information emerges. One prior example was our largest competitor, who was national in scope and more than three times our firm’s size in both employees and revenues had decided to sell their business. If an outside competitor was able to acquire the company, our firm’s ability to continue growing would be severely inhibited. Multiple financing sources told our leadership team over several months that we would not be able to secure financing for the acquisition. I took it upon myself to go back to the drawing board and develop new relationships to secure the financing. The very existence of our firm hung in the balance, and I was determined to complete the acquisition. After six months of undeterred determination, we secured the financing; subsequently paid the loan back a year before the due date, which produced the catalyst for future growth. This challenge taught me perseverance and refined my analytical skills, which is critical when researching investment options for my clients.
I am married to the best spouse and friend I could have ever wished for, and we have three adult children. When I’m not absorbing any financial news and strategies that can grow my client’s portfolios, you can find me weightlifting, bicycling (preferably in the mountains of Colorado), snow skiing or ballroom dancing.
My credentials include a Bachelor of Science/Business Administration degree from the University of Missouri – Kansas City. I completed my education while working full time for a major contractor in the area. I have earned the CPA designation, Series 65 and am a 2011 graduate of the Leadership Overland Park program.