Meet David Plotkin

Financial Assistant

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"The past is now part of my future, the present is well out of hand"

Joy Division

David is a financial planning assistant at Gold Medal Waters, Inc. He began his career at the largest French investment bank, BNP Paribas, in New York City and furthered his experience at Morningstar and Santander before joining the team at Gold Medal Waters, Inc.

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Experience

David received his BA from Columbia University in New York City. He has received formal training in investment fiduciary responsibility and holds various national financial licenses. David has nearly ten years of experience in the financial services industry. His goal is to improve the lives of as many families as possible by providing peace of mind through financial security and independence. After working on the commercial side at two of the largest international investment banks and a credit rating agency in New York City, David has decided to pivot to a role where he will have the opportunity to positively impact families by providing sound advice based on financial science.

Jonathan Helm | Fee Only Financial Planner Boulder | Gold Medal Waters

David loves to play tennis, beach volleyball, and basketball first and foremost, but also enjoys staying active via swimming and hot vinyasa yoga. David's other hobbies include chess, board games, poker, investing, real estate, watching movies, reading, and international travel. David works remotely and has been located in St. Petersburg, Florida, for a year after spending the previous 12 years in Manhattan (and his first 18 years in California).