David Spann

David Spann, CFP®, CRPC®

Wealth Advisor

dspann@sovereigngrp.com
713-527-3432

David is a doting father and loyal husband, as well as a graduate of Baylor University, active member of his Church, and a volunteer for youth sports. He began his finance career in 2010, and continues his professional education to constantly provide better service to his clients.

David's Full Bio

Helpful Links

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Calculators

Calculators

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Calculators

Market Research

Market Research

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Market Research

Tax Resources

Tax Resources

Find forms, explanations, and other tools to help you manage your taxes.

Tax Resources

Investment Management

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Investment Management

Financial Planning

When it comes to the big picture of financial wellness, Sovereign Wealth takes a holistic approach to helping you create a financial plan..

Financial Planning

Corporate Services

Our team has the knowledge and expertise to help create a benefits package or succession plan for your business.

Corporate Services

What Can You Buy With 529 Distributions?

What Can You Buy With 529 Distributions?

This article can be a helpful guide when begin preparing for education expenses.

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Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

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Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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