David Amiot, CFP®, CRPC®

Lead Advisor | 206.258.5136

How do I help our clients live a richer life?
My role at OpenPlan is to make financial matters as easy as possible for the clients I work with. Whether that’s giving individuals and families confidence in going after their goals via a well-rounded financial plan, or allowing entrepreneurs to focus on advancing their business by taking on workplace plan responsibilities, I’m on your team. I believe that financial independence is one of the most rewarding gifts you can give yourself, your loved ones, and your employees, and I feel very grateful to be a part of that process.

How do I spend my time outside of OpenPlan?
The family and I enjoy getting out to local parks and exploring the landscape here in Colorado. I am an avid climber, which is a big reason why I moved here from my home state of Georgia. I also enjoy snowboarding, hiking, and camping. Pretty much anything involving the outdoors and a physical challenge will pique my interest.