David Disraeli, is a Personal CFO and founder of 360Networth, Inc. He is an author, professional educator, and financial adviser. He has been in financial services for over 35 years and is the author and creator of a six part system for dealing with aging parents or other senior family members. His book “What to Do With Your Aging Parents” is available for download or purchase at www.amazon.com
Areas of Expertise
- Comprehensive financial planning – fee based
- Tax minimization
- Estate Planning, Asset Protection, Risk Management
- Alternative Investments
- LLC Formation and Consulting, Texas Series LLC’s
- Life Insurance
- Advanced Financial Modeling
Experience
2003- Present – Founder 360NetWorth Inc.
360NetWorth, Inc is a full-service financial planning firm. The firm provides comprehensive financial planning, estate planning, and asset protection. The firm currently provides a full range of insurance products and alternative investments.
David Disraeli Resume
- Created the “Financial GPS” system for navigating one’s financial future
- Developed the “Personal CFO” methodology
- Completed several hundred financial plans
- Prepared 300 estate plans with wills, trusts, powers of attorney and transfer upon death deed
- Formed 91 Series LLCs
- Filed over 300 property deeds
- Registered Texas LLC’s in AR, OK, FL, AL, SC, NM, WA
- Developed investment methodology using self-taught asset allocation methodologies.
1997 –2000 Zisto.com Inc. Austin, TX
Zisto.com developed an Internet data aggregation product for the financial services sector. The flagship product was launched in July of 2000. Investor’s Command Center allowed users to see accounts at ten major brokerage firms and is the only product which allows users to trade accounts without logging into the broker.
Founder and Chairman
* Took company from concept through beta release
* Raised $1,300,000 in equity capital from personal contacts and strategic investors
* Recruited 12 member Team including CTO, CEO, Operations manager three law firms (corporate, I.P, and securities)
* Negotiated $900,000 licensing deal with Telescan Inc. (Nasdaq: TSCN)
* Directed marketing and p.r. efforts
Directly involved in creation of accounting systems – worked with staff accountants and CPA firm
1986 – 1992 Dean Witter, Prudential Securities, Merrill Lynch Dallas, TX
Registered Representative
Examinations
1994 Comprehensive Certified Financial Planner Exam
1993 FINRA Series 24
1986 NASD Series 7 (all securities registrations are inactive)
1985 Texas Department of Insurance Life and Health
Other Accomplishments
