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David Hultstrom, MBA, CFP®, CFA, ChFC
Woodstock, Georgia Financial Planner

David E. Hultstrom

Mr. Hultstrom is president of Financial Architects, a registered investment advisory firm that provides financial planning and wealth management services for clients worldwide. 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 CFA Society of Atlanta
The Financial Planning Association (FPA)
The National Association of Personal Financial Advisors (NAPFA)

He has also earned the premier industry designations, including:

Master of Business Administration (MBA)
Certified Financial Planner (CFP^®)
Chartered Financial Analyst (CFA^®)

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. He has taught at several universities and is currently an instructor in the Certified Financial Planning program at Emory University. 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 monthly newsletter for his clients and others who are interested, and a quarterly e-mail publication for financial professionals with over 1,000 subscribers. In addition, he 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.