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Dave O’Rourke

Dave is President of Financial Gravity Asset Management. FGAM creates and delivers Active, Passive and Hybrid investment portfolios using its proprietary Real Risk System. FGAM is also a turnkey asset management platform that automates bespoke IPS creation in the context of the investor’s maximum loss exposure. In addition, FGAM provides Incomizeⓒ, an application that features FGAM’s proprietary Time Optimized Planningⓒ.

Dave is one of the principal driving forces behind Financial Gravity’s mission to accelerate the transformation of tax professionals into family office directors.

Dave is also Financial Gravity’s defacto Communicator in Chief, and Chief Evangelical Officer. Dave brings his special written and verbal communication skills to the creation of a wide scope of educational and motivational collateral for the Financial Gravity family of companies, including videos, webinars, newsletters, marketing campaigns and professional mentoring.

Prior to FGAM, Dave was president of a $400M RIA based in San Francisco that competed on the basis of transparent and creative portfolio constructions and ran a comprehensive digital marketing enterprise. Dave was also the Chief Distribution Officer at EQIS Capital, where he built and led a team that competed against large and entrenched rivals and gathered over $2B in assets under management.

Dave has a BS degree in Business Administration from UC Berkeley and has been a key player in the successful ramp up and exit at two start up companies, one in banking software and one a national TAMP. Dave and his wife, Christine, live in Marin County, CA, where they enjoy hiking, biking, an active social life and their large and expanding family.

Are You Ready to Evolve From a Tax Professional to a Family Office Director?

Direct your own Multi-Family Office. Satisfy your clients. Increase your revenue. Build enterprise value.

Over 20,000 CPAs, tax professionals, and financial advisors subscribe to The Briefs. Subscribe now to receive expert insight on growing your business, links to the latest Tax Beat and Tax Tactics articles. You will also receive invitations to webinars, events, and special offers. Published weekly.

Contact Financial Gravity

1-800-588-3893
2501 Ranch Rd 620 S, Ste 110 Lakeway, Texas 78734

© 2022 Financial Gravity Companies, Inc. 

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Over 20,000 CPAs, tax professionals, and financial advisors subscribe to The Briefs. Subscribe now to receive expert insight on growing your business, links to the latest Tax Beat and Tax Tactics articles. You will also receive invitations to webinars, events, and special offers. Published weekly.