David Amari

David works with business owners, accredited investors, high-net-worth individuals, CPAs, and other financial professionals to identify strategic tax planning opportunities and guide them through the next steps.

As part of the Vanir Tax & Capital team, David helps clients better understand the strategies available to them, coordinates with Vanir’s network of tax attorneys and CPAs, and supports the planning and implementation process from the initial conversation forward. He also works closely with CPAs who want to expand the solutions they can offer their clients while maintaining a collaborative and efficient process.

David earned his Bachelor of Arts in Finance, graduating Summa Cum Laude. He brings a thoughtful, responsive, and client-focused approach to every relationship and serves as a direct point of contact for those interested in learning more about Vanir’s tax planning strategies.