David MaWhinney, CFP®
Financial Planning for Influencers, Content Creators, and Streamers.
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Serving Clients Nationwide
Financial Planning for Influencers, Content Creators, and Streamers.
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About David MaWhinney, CFP®
Hi, I'm David MaWhinney. I love all the cool and creative things that people are doing on the internet. One of my favorite things to do is spend time with my kids seeing what interesting and unique things people are doing online as influencers and content creators.As a Financial Advisor by training I knew that the career path of an online influencer or content creator was not like the traditional career path. After 9 years working and studying all things Financial Planning I decided to break out of the world of large investment houses and become a fully independent Personal Financial Advisor.
I knew I could help online influencers and content creators with their unique challenges and situations.
I knew I could help them live their life how they want and aligning their money with their dreams.
Utilizing an academic and evidence based approach to investing and money management I am able to help ensure a prosperous and fulfilling life for all those that I work with.
I’d love to get to know you and where you want to go in life. Don’t hesitate to schedule a free consultation where we can get acquainted and discover what we can do together!
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Science in Personal Financial Planning (MSPFP)
Affiliations
- XY Planning Network
Primary Location
Orem, UT
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule an introductory meeting to establish how we can utilize your assets to plan your ideal life. We'll get to know you and what you value most! I look forward to speaking with you.Offers Investment Management
Yes
About Stream Financial Advice
At Stream Financial Advice, our services are dedicated exclusively to helping influencers, content creators, and streamers build wealth and secure their financial futures.Whether you’re navigating brand deals, monetizing your platform, or planning for life beyond the spotlight, we understand the unique challenges and opportunities that come with your career. Our tailored strategies focus on maximizing your income, managing taxes, and creating long-term stability— all while keeping your creative hustle front and center. Let’s turn your passion into a sustainable legacy, together.
Our Services
✔️ Financial Planning
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
✔️ Tax Planning
It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the later.
✔️ Investment Planning
Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
✔️ Asset Management
You work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.
✔️ Insurance Planning
If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.
Education
Kansas State University, Master's Degree, Personal Financial Planning | Utah Valley University, Finance & Economics, Personal Financial Planning | Brigham Young University, Communications, Finance
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Content Creators
- Gen Y / Millennials
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