David Spann, CFP®, CRPC®
Wealth Advisor
dspann@sovereigngrp.com
713-527-3432
“I love coming to work each day to provide my clients with investment solutions tailored to their goals and to deliver financial plans that integrate both investment management and tax planning.”
David is an active member of Crosspoint Church in Bellaire. He is a dedicated husband and father, and in his free time enjoys coaching tee ball, traveling, skiing, fly fishing, and spending time outdoors.
Helpful Links
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Calculators
Stay on budget and make more informed decisions with our handy financial calculators.
Market Research
Keep up-to-date on the latest trends, forecasts, and insights from LPL Research .
Tax Resources
Find forms, explanations, and other tools to help you manage your taxes.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
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Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
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The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
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