David Xi is a financial coach, educator, lecturer, and a specialist on estate, wealth transfer, income tax, investment, retirement and asset protection strategies for high income and high net worth individuals and families. With more than 18 years of experience, his clients include Wall Street managing directors, physicians and surgeons, senior corporate executives and business owners.
David is associated with Summit Financial Resources, Inc./Summit Equities, Inc., based in Parsippany, NJ, one of the premier independent financial planning practices in the country. Company independence and size have enabled him to utilize the marketplace for the optimal financial strategies to fit the particular and often complex needs of high income and high net worth clients. In addition to his own expertise, David draws on the resources of his company's large in-house professional design team of Tax specialists, Investment and Insurance Experts who offer unique and cutting edge strategies applicable to today's ever changing environment.
David has helped successful individuals and families navigate along their financial journies using an established process. His clients have chosen to work with him because he truly understands the complex financial needs of high net worth individuals.