My name is David Gonzalez and I specialize in helping teachers and their families with their financial needs and life's greatest assets. I have worked in the Public School System for the past 22 years in different capacities with two different Independent School Districts, Mercedes ISD and PSJA ISD.

 

This provides me the knowledge and experience to advise people in a way that few others can as I approach things from an educational background. I educate people, and allow them the freedom to make the best decision for their family.

 

I've worked as a Para Professional, Elementary Teacher, Elementary Counselor, Middle School Counselor and CTE District Coordinator. 

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I started my business after detecting a need in the Financial Education industry for Educators in the Rio Grande Valley. Through personal experience, I learned that having the need for dedicated one-on-one service combined with cutting edge strategies and products was exactly what I could provide.

 

Teachers deserve better than the pushy sales rep that wants to speak to all of the teachers in 15 minutes in the teacher's lounge and sell you a product and then you'll never see them again.

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I've since helped many clients protect their assets and savings, while minimizing their taxes, and maximizing their paycheck and savings. I've even built a team of 28 advisors across Texas most of which are Educators themselves as they believe in the same mission, you can be NEXT!

 

Additionally, I have been happily married for over 20 years to my wife Sandra, a School Counselor of 24 years and I'm a proud father to David (18) and Dianey (13).

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I'm on a MISSION to help others “Retire with Financial Dignity”

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