David Seery

CFP® | Financial Advisor
Forum Financial Advisor David Seery

About David

David Seery, CFP® joined Forum Financial Management, LP in November 2018 as a Financial Advisor. He was previously a Financial Advisor at Lamia Financial Group, Inc., which joined with Forum in January 2019. Prior to joining Lamia Financial in 2012, David was a personal banker for California Republic Bank.

David and his wife, Ashley, are involved with Big Brothers Big Sisters of Ventura County. They have each been matched with a “Little” to mentor and enjoy spending time doing various activities together. In addition, David is an active volunteer with NextGen Rotary Club, California State University Channel Islands, FOOD Share of Ventura County and Jewish War Veterans Post 603. He is also a member of the Financial Planning Association.

David is a CERTIFIED FINANCIAL PLANNER™ professional. He earned bachelor’s degrees in business and economics, each with an international emphasis, from California State University Channel Islands in Camarillo. His Personal Financial Planning coursework was completed through UCLA.

When not volunteering, David is an avid geocacher and has been for more than 20 years. He is known as a foodie and enjoys wine tasting, traveling, hiking and camping. He is halfway through seeing a game at each of the Major League Baseball stadiums but keeps getting sidetracked visiting minor league ballparks due to the allure of the game. His favorite sports teams include the Los Angeles Dodgers (MLB), the Los Angeles Kings (NHL), the New England Patriots (NFL) and the LA Galaxy (MLS).


Tell Us About Your Financial Life and Aspirations

Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.

Discuss Topics Crucial to Your Financial Success

Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.

Develop a Strategic Plan Unique to You

Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.

Putting Your Plan Into Action

We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.

Review Goals and Plans When Your Life Changes

You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.

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