Meet our founder
David Xi, MBA
Founder and Managing Director
David believes that embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there will be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and have a trusted navigator to chart our courses and keep us on target
Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, Bethel Wealth Guardians promises to offer you a new level of attention, insight, and guidance.
A graduate of Massachusetts Institute of Technology with his MBA in Finance, Accounting, and International Business Management. David has spent the last two decades working with one of the largest financial planning firms in the country, In January of 2020, David Xi launched Bethel Wealth Guardians with the vision to help his clients prepare for the future.
