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J. David Bayarena, CFP®, AIF®, MBA

J. David Bayarena, CFP®, AIF®, MBA

Financial Advisor

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location of J. David Bayarena, CFP®, AIF®, MBAVictoria, Texas, United States

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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