David Harpool, AAMS®

Personalized financial plans for mid-career, high-income professionals.

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Avid Planning David Harpool, AAMS®
St. Petersburg, FL

Serving Clients Nationwide

Personalized financial plans for mid-career, high-income professionals.

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm David Harpool. I am a proud alum of the University of Akron, ‘99 – Go Zips!, and started in the financial services industry in 2000. I have been working with clients since 2007.

Professionally, I love connecting with people on a deep level. Being a financial life planner allows me to truly understand my clients core values and their deepest aspirations. It’s not by chance that the True Wealth Process encourages such a relationship.

Personally, I’m trying to be the best husband and father possible. I feel blessed to have such a wonderful relationship with my wife and our children. I just want to raise them to be the best humans they possibly can be - judging no one, accepting others for who they are, and loving life no matter what happens. No pressure!

I love spending time with my wife, Melissa (we met in Sturgis 2007), and our children, Clayton (6) and Lucilia (4). They too love the outdoors, and we often find ourselves at the beach, a brewery, kayaking, playing soccer (COYR!), or anywhere the sunshine will hit us!

On Saturday mornings, you can usually find me outside! I enjoy my yard and taking care of it. I will try to grill anything you give me on my old school, charcoal smoker and love being creative with projects too. I’m often ridiculed for the need to be within 1/18th of an inch from perfection. What can I say, your pictures will always be straight! (It’s no coincidence I am the Chief Compliance Officer at AVID).

Professional Designations

  • Accredited Asset Management Specialist (AAMS)

Primary Location

360 Central Ave, Suite 1410 St. Petersburg, FL 33701

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Flat Fee
  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory "Fit Call" call today. Located in St. Petersburg, we enjoy working with our clients in person but we’re happy to meet with you over the phone or virtually depending on your needs and preference. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

If you are like most people, it's hard to find time in your busy, day-to-day life to sit down with your loved ones to discuss priorities and make decisions about your life and finances.

Most individuals and couples find themselves juggling many different needs and wants and have difficulty identifying their priorities.

AVID Planning uses a unique process that guides individuals and couples in exploring and gaining clarity on many aspects of their lives.

AS OUR CLIENT, YOU:

✔️ Are a long-term thinker who places value in the need for professional guidance and advice.

✔️ Realize that money is not the ultimate goal but is a tool to achieve what is important to you.

✔️ Understand that your financial decisions impact other facets of your life.

THAT’S WHERE WE COME IN

Established in 2013, we utilize a team-based approach to address your needs. Each of us spent plenty of time selling for big named companies and came to realize their focus was not in line with ours. So we came together to build AVID with a passion for people and getting to know them beyond their wealth.

With a variety of perspectives and personalities on your side, you can expect to receive objective recommendations that match your interests. Only you know what’s best for you, which is why we will work together to uncover your goals and work collaboratively to achieve them.

Education

The University of Akron, Bachelor of Science (BS), Corporate Finance

Badges

Hobbies and Interests

  • Beach
  • Family
  • Soccer

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.