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David Shapiro

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

David was born and raised in Salt Lake City and graduated from Utah State University in 1985 with a Bachelor of Science degree in Business & Administrative Systems.  David started his career in the financial services industry in 2002 in Denver Colorado.  With his extensive experience in the design and implementation of financial plans and strategies, David has helped hundreds of clients achieve their financial and retirement goals.  David is committed to educating and coaching clients of all ages to empower them with the tools they need to make prudent and informed decisions.  David's goal is to make recommendations that are ALWAYS in the best interest of his clients.  David has been working with Ramsey Solutions since 2016 and is a Ramsey Trusted SmartVestor Pro. David moved back to Utah in 2013 to be closer to his family and to fulfill a lifelong dream of living and working in Cache Valley. David and his wife, Holly, now live in North Logan Utah.  They have four children and eight grandchildren.  David has served as a volunteer for many years with the Boy Scouts of America and received the Silver Beaver Award in 2012.  He enjoys hiking, biking, golf, racquet sports, and fishing.  With his love of the outdoors, David has reached the summit of 21 of Colorado's most challenging 14,000 foot mountain PEAKS.

Professional Experiences

Languages

Groups / Clubs

Area of Expertise

Professional Licenses

Certifications

Certified Financial Fiduciary ®

Education

Instructor Events

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The Foundation for Fiduciary Education (FFE) is proud to be one of the fastest growing non-profit financial wellness programs in the country, and the only one who’s Instructors are exclusively Certified Financial Fiduciaries.

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The Foundation Fiduciary Education (FFE) is one of the fastest growing non-profit financial wellness programs in the country!

THE PATH TO YOUR FINANCIAL SUCCESS STARTS HERE!
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5 Receive real time notifications about upcoming classes being taught in your area
6 Take control of your finances through unbiased fiduciary education from a Certified Financial Fiduciary®
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