In January 2020, David Xi leveraged his two decades of experience at one of the nation's largest independent financial planning firms to establish Bethel Wealth Guardians LLC. His own venture enables him to align with his financial planning principles and provide his current and prospective clients with access to a broader range of financial services and products.
David takes a measured approach to investing by focusing on long-term financial stability. Striving to take advantage of any opportunities for gain in the stock market, while being judicious in spending through careful consideration of taxes, interests and reducing outlays.
David uses his MBA from MIT and 24 years of financial services experience to provide comprehensive advisory services to affluent and high-income households. Drawing on his experience, knowledge and capabilities, he assists these clients in safeguarding their family assets, seeking to identify ways to minimize income and company taxes both presently and in the future, diminishing estate taxes and augmenting wealth transfer, aiming to protect investments from market downturns.
David has achieved the following educational and professional qualifications:
- MBA graduate from MIT with 24 years of financial services experience
- Recognized as MDRT (Million Dollar Round Table) Top of the Table qualifier, most recently in 2022
- Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) as ‘Top of the Council’, most recently in 2022