David M. Morais, CFP - Private Wealth Consulting and Coaching Services

Apr 21, 2018

Welcome to the page of David M. Morais, CFP, a part of the distinguished Private Wealth Team at Life Designers. Operating in the field of business and consumer services, our consultancy provides unparalleled expertise in the realm of private wealth management. With David's extensive experience as a Certified Financial Planner, we are committed to guiding you towards financial success and helping you design a life that aligns with your goals and aspirations.

Life Design Consulting and Coaching:

At Life Designers, we understand that each individual has unique financial needs and dreams. Our approach to private wealth consulting and coaching is tailored to your specific circumstances, ensuring personalized guidance every step of the way. By working closely with David M. Morais, CFP, you can benefit from:

Strategic Financial Planning:

Our consultancy believes that successful financial planning is the foundation for designing the life you desire. David M. Morais, with his expertise as a Certified Financial Planner, will create a comprehensive financial roadmap that considers your goals, risk tolerance, and future aspirations. Through strategic investment advice and personalized wealth management strategies, we help you make informed decisions to grow and protect your assets.

Investment Management:

As an experienced investment manager, David M. Morais, CFP, understands the complexities of the financial markets. Whether you're an individual investor or a business owner, our consultancy offers expert guidance on asset allocation, portfolio diversification, and investment selection. We employ a disciplined approach to managing risks while maximizing returns, aiming to help you achieve long-term financial success.

Estate Planning:

Preserving and transferring wealth to future generations requires meticulous estate planning. David M. Morais, CFP, works closely with clients to create effective estate planning strategies that minimize tax implications and ensure the smooth transition of assets. Through proper documentation and trust management, we help protect your financial legacy and provide peace of mind for you and your loved ones.

Retirement Planning:

Planning for retirement is crucial to ensuring financial security in your golden years. With David M. Morais, CFP, by your side, you can develop a retirement plan that aligns with your unique aspirations. We analyze your current financial situation, set realistic retirement goals, and provide guidance on investment strategies, savings options, and potential sources of income. Our holistic approach aims to create a roadmap towards a comfortable and worry-free retirement.

About David M. Morais, CFP:

David M. Morais is a Certified Financial Planner (CFP) known for his unwavering dedication to client success. With over X years of experience in the financial industry, David is a trusted advisor offering comprehensive wealth management and financial planning expertise. He holds a strong belief in ongoing education and professional development, allowing him to stay at the forefront of industry advancements and offer the best solutions for his clients.

David understands that effective wealth management goes beyond numbers and investments. He takes the time to understand your unique circumstances, goals, and risk tolerance to create tailor-made strategies. With his guidance, you can navigate through complex financial decisions, optimize your investments, and plan for a rewarding future.

Partner with Life Designers:

As a leading business and consumer services consultancy, Life Designers prioritizes client satisfaction and success. We are committed to providing the highest level of service and expertise to individuals and families seeking private wealth consulting and coaching.

With David M. Morais, CFP, and our team of dedicated professionals, you can expect:

  • Personalized attention, ensuring your unique needs are met
  • Comprehensive wealth management solutions tailored to your goals
  • Proactive investment strategies designed to maximize returns
  • Transparent communication and regular performance updates
  • A commitment to long-term financial success and client satisfaction

Experience the difference of working with a consultancy that puts you and your financial well-being first. Partner with David M. Morais, CFP, and Life Designers to embark on your journey towards a prosperous and fulfilling life.

Contact David M. Morais, CFP:

To learn more about how David M. Morais, CFP, and the Life Designers Private Wealth Team can assist you in achieving your financial goals, please contact us using the information below:


Email: [email protected]

We look forward to assisting you on your path to financial success and helping you design the life you've always envisioned.

Brian Vinchur
David M. Morais, CFP, is a trusted wealth consultant and coach at Life Designers. With his valuable experience as a Certified Financial Planner, he offers exceptional guidance in private wealth management. Whether you're a business owner or an individual looking for financial success, David's expertise will help you navigate the complex world of finance with confidence. Trustworthy and reliable, he is dedicated to your financial well-being. Reach out to David today and take the first step towards securing your financial future!
Nov 11, 2023