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

Helpful Links

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Calculators

Calculators

Stay on budget and make more informed decisions with our handy financial calculators.

Calculators
Market Research

Market Research

Keep up-to-date on the latest trends, forecasts, and insights from LPL Research .

Market Research
Tax Resources

Tax Resources

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

Tax Resources

Investment Management

To build the portfolio best suited to your needs, we strive to learn as much about you and your goals and your risk tolerance.

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
Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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Managing Money as a Couple

Managing Money as a Couple

Keys to preparing to grow wealthy together.
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How Much Home Can I Afford?

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.
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