Broker Check

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.

David's Full Bio

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Market Research

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Market Research
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Investment Management

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Financial Planning

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Introducing the 530A Accounts

Introducing the 530A Accounts

An article explaining 530A Accounts.
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Monthly Memberships

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
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What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.
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