Don Faul, CFP®
Managing Partner & Wealth Advisor
Don Faul has over two decades of experience in the financial services industry marked by a passion for personal finance combined with an entrepreneurial background. He has specialized in assisting business owners and guiding families with their retirement, tax, and financial planning strategies.
Don has served in various executive, business development, and consulting roles before and after launching his own financial services practice. He has worked with and for financial organizations such as AXA Rosenberg Investment Management, Citicorp Investment Services, American Savings Bank, and LPL Financial.
In the corporate world, Don’s experiences include institutional sales, marketing, financial planning, training, investment operations, and client services. Don also has enjoyed various consulting engagements with independent investment advisors developing their vision, growth, and strategic initiatives for transitioning their practices to fiduciary-aware, plan-based financial solutions.
Don holds the CERTIFIED FINANCIAL PLANNER™ mark of distinction and has served as adjunct faculty for the College of Financial Planning. He earned his Bachelor's degree in Journalism from California Polytechnic State University. He is insurance licensed and currently holds his Series 7 held through LPL Financial and Series 66 held through Strategic Wealth Advisors Group.
A native Californian, Don and his wife of 29 years, Jadi, have one daughter and one son. Don enjoys family time, community outreach projects, coaching, biking and effective philanthropy.