David Jazo CFP®, CEPA®, AIF®

David Jazo is a Senior Wealth Advisor at Wilde Wealth Management Group, specializing in helping high-net-worth individuals, families, and business owners navigate complex financial landscapes. With over 25 years of experience, David guides clients in building, preserving, and transitioning their wealth through tailored financial strategies, tax-efficient planning, and succession planning.

David joined Wilde Wealth for its culture and client-first approach, which aligns with his vision of offering objective, personalized advice. He leverages his expertise in financial planning, risk management, and tax strategies* to help ensure his clients achieve long-term financial security.

David’s passion for wealth management stems from his personal experience growing up in a household where financial stability was a constant challenge. Motivated by this, he became a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®), helping clients plan for retirement, manage risk, and navigate business transitions.

Previously, David worked with top financial institutions like Bank of America, Wells Fargo, and LPL, but he found his true calling as an independent advisor. He is also committed to financial literacy, volunteering with the Arizona Council on Economic Education (ACEE) and providing pro-bono CFP® services.

Outside of work, David enjoys spending time with his partner, Ginger, their combined four children, and four dogs. A passionate soccer fan, he has attended four World Cups and is looking forward to his fifth. He also enjoys golf, hiking, stargazing, and exploring the outdoors.

David is dedicated to helping his clients make informed, stress-free financial decisions that align with their values and ensure a secure financial future.

_{*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.}