J. David Bayarena, CFP®, AIF®, MBA

J. David Bayarena, CFP®, AIF®, MBA

Financial Advisor

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  • Timeline

  • About me

    Founder and Director of Wealth Planning at Kaizen Wealth Planning

  • Education

    • Calallen

      -
    • The University of Texas at Dallas

      2001 - 2004
      Master of Business Administration Management
    • Texas A&M University

      1996 - 2000
      Bachelor of Business Administration Finance
  • Experience

    • H&R Block Financial Advisors

      Jan 2000 - Mar 2002
      Financial Advisor
    • TD Ameritrade

      May 2002 - Oct 2004
      Investment Consultant
    • Comerica Securities Inc

      Dec 2004 - Jan 2006
      Financial Advisor
    • 1st Global

      Feb 2006 - Dec 2008
      Financial Consulting Director
    • Bumgardner Morrison Wealth Management

      Dec 2008 - Apr 2023
      Director of Wealth Management
    • Ronin Wealth

      Jun 2020 - now
      Founder of Ronin Wealth
    • Kaizen Wealth Planning

      Apr 2023 - now
      Founder Kaizen Wealth Planning
    • Kaizen Tax Planning

      Mar 2024 - now
      Founder of Kaizen Tax Planning
  • Licenses & Certifications