David Neunuebel, CFP^®, ChFC^®, CLU^®, CIMA^®, ADPA^®

Senior Vice President, Investments
david.neunuebel@raymondjames.com

 

David is senior advisor and partner of Neunuebel Barrantes Wealth Management Group. He has a passion for helping people and caring for others. His goal for his clients is financial well-being, and he is dedicated to helping them achieve it. He provides objective investment advice and guidance in ethically assisting his clients in making prudent investment decisions.

You won’t find many advisors more credentialed than David. His long list of professional designations include Certified Financial Planner™ practitioner, Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Certified Investment Management Analyst (CIMA) , Accredited Domestic Partnership Advisor (ADPA), and Chartered Advisor for Senior Living (CASL).

By being certified by the CFP Board, David has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements.

Before joining Raymond James in April 2014, David was a senior vice president and investment officer at Wells Fargo Advisors in Santa Barbara. He earned a bachelor’s degree from the University of California-Santa Barbara.

Originally from Chicago, David lives in Santa Barbara and Sante Fe with his wife, Judy, a Westmont College alumnus. They are members of All Saints by the Sea Episcopal Church. David and Judith have a great appreciation for art and the talented people who create it. In fact, Judy is an artist herself. In his free time, David also enjoys mountaineering, hiking, cycling, supporting human rights and playing with his dog, Sassy.

CFP^® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.