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About
David Coles is the President and a Wealth Advisor at WMBC and the co-creator of the Human Wealth Planning™ method. David developed this innovative approach in 2018, which blends the raw data of financial planning and the latest in well-being science to create a wealth plan for each client that considers all aspects of personal well-being.
With 16 years of experience in wealth management and a deep understanding of people’s needs and motivations, David’s mission is to help his clients live gratifying and fulfilling lives today, not only in retirement.
David considers himself a “technology geek” and a student of life. Outside of work, his passion for sailing led him to complete the Newport to Ensenada race twice. David enjoys sharing his love of the water with family, friends, clients, and charity groups.