Navigating a clear course toward your financial security.

David T. Mayes, MA, EA, CRPC, CFP®
President & Chief Investment Officer

David T. Mayes Certified Financial Planner in NHAreas of Focus:

Comprehensive Financial Planning
Retirement Income Planning
College Planning
Taxation
Insurance
Financial Markets & Economy


Credentials:

CERTIFIED FINANCIAL PLANNERTM practitioner, 2007
IRS Enrolled Agent, 2002
Chartered Retirement Planning Counselor, 2003
Investment Adviser Certified Compliance Professional, 2016

 


Education:

David holds a Bachelor of Science in Economics from the University of Illinois (1989), and Master of Arts in Economics from the University of New Hampshire (1990).  He later became a Ph. D. Candidate at The University of Tennessee, Knoxville (1995). 


Experience:

David has a wide range of expertise on the economy, financial markets, taxation, insurance and other important financial planning areas.  Over the course of his graduate studies, David acted as a research assistant on many projects in both economics and finance.  After completing his Master's degree at UNH, David worked as an Economist for the U. S. Department of Labor's Bureau of Labor Statistics.  While in Tennessee, David taught economics and finance courses to both graduate and undergraduate students at Kennesaw State University in Kennesaw, Georgia, (1998 – 1999) and served as a consultant to state and local governments and the private sector, assisting them in estimating the economic and financial affects of business location decisions (1995 – 1998).

David entered the financial services arena in 2003 as a sole practitioner providing fee-only financial planning and tax services.  He later served as a financial consultant at Granite Bank in Keene, NH (2004) and Mascoma Savings Bank in Lebanon, NH (2007 – 2008) where he provided financial planning and investment advisory services to bank customers.  In 2008, he joined Mackensen & Company's fee-only financial planning and investment management practice. In 2012, David purchased the company from its founder, and the firm was later merged into Bearing Point Wealth Partners, an advisory firm David founded in 2016.

David is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and the National Association of Enrolled Agents (NAEA).

David lives in Hampton Falls, NH with his wife and three daughters where he serves as a Trustee of the Trust Funds. 

 


Press:

David is a regular columnist for the Portsmouth Herald.  His column, Money Talk, appears bi-weekly in the Sunday Business section.   His bylined articles have also appeared in the Foster's Daily Democrat, New Hampshire Business Review, and Rounds Online.  David has also contributed expertise to national publications including the Wall Street Journal.

Email your questions to info@bearingpointwealth.com

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