Mr. David E. Hultstrom
MBA, CFP, CFA, ChFC
David Hultstrom is the founder and president of Financial Architects.
Mr. Hultstrom began his career as a Financial Advisor at a small firm in Florida. Realizing his client’s 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
Wachovia Securities) 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 taught Financial Advisors 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.
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 been published in Financial Planning and Investments & Wealth Monitor and produces an e-mail publication for financial professionals with over 1,000 subscribers.