Bio David Afraimi, IAR

See All Authors »

David Afraimi, IAR

Principal, BAM Advisory Group

Phone: 303.531.5055

David Afraimi began his career in 2000 as an insurance account executive in Northern California. That quickly led to a sales management position, providing him with the skills and knowledge needed to expand the company and move into a new market in Denver, where he is currently the Principal of BAM Advisory Group.

David appreciates the challenge of working with a variety of clients to meet and exceed their financial and retirement objectives. David's certifications and licensing include the Series 7, 66, 24, Life & Health, Long-Term Care, and The National Social Security Advisor Certification.

David strives to operate with full transparency and integrity. As an independent adviser, he is able to build portfolios with objectivity, having no proprietary business obligations for himself and BAM Advisory Group.

Besides helping clients plan for their future, David enjoys the beauty and adventure Colorado has to offer with his wife and sons, mountain biking, snowboarding and CrossFitting.

Latest Features

Building Wealth
April 2020

3 Retirement Wealth Protection Tactics

Don't let taxes derail your retirement and estate planning strategies. Consider these strategies, involving maximizing Roth IRA possibilities and health savings accounts, to keep more of what you saved over the years.

See More From: Building Wealth

Building Wealth
April 2019

How to Adopt a Retirement Distribution Mindset

Switching from a savings mentality during your working years to a spending one in retirement takes a good plan. Here are some strategies for positioning your savings to safely and comfortably support your retirement lifestyle.

See More From: Building Wealth