David Sherman

Background

About David Sherman

David Sherman is an Accredited Financial Counselor focused on increasing the strategic effectiveness and financial intelligence of his clients. Using the skills developed in a 7+ year career as a financial counselor combined with coaching skills, he collaborates with clients to ignite awareness and access understanding of what drives financial choices. This type of engagement leads clients to increased confidence in making financial choices rooted in their personal style. His financial counseling engagements are collaborative and geared towards leading clients through a fun and important exploration of their current relationship with money, while uncovering common barriers and choosing tools that promote a sustainable, healthy view of money. David has over 20 years of military experience, holds a Bachelor of Arts in Sociology from the University of Texas at San Antonio and accredited financial counselor from the Association for Financial Counseling and Planning Education. Originally from Oregon, he now lives in San Antonio, Texas, where he thoroughly enjoys the outdoor lifestyle the state offer biking, swimming, and, occasionally, camping. His financial counseling style combines professionalism with integrity and approachability allowing him to informally demystify finances and financial concepts for clients seeking guidance and a sustainable way forward in their financial lives. In addition, he enjoys working with families in the area of financial literacy.