Contact
Still have any Questions?
Let's collaborate to create an exceptional portfolio that sets you apart from others. Contact me today to discuss your financial prospects and bring your financial vision to life!
DAVID BEAU BOREN
Financial Consultant | Professional Trader
13+
Years Experience
6+
Firms
55+
State Licenses
About Me
About Me
Financial Consultant
With over 12 years of experience at six leading investment and brokerage firms nationwide, I bring a level of insight and execution few can match. Holding 55 state securities licenses, I’m qualified to serve clients in every major U.S. jurisdiction. I specialize in helping investors and businesses achieve exceptional portfolio growth—even in challenging markets—through institutional-grade strategies and agile, insider-level execution. As a dedicated family man, I understand the importance of building lasting financial security. My approach is grounded in trust, long-term thinking, and a commitment to helping others succeed—values I live by both professionally and personally. Let’s work together to unlock the kind of opportunities that set true financial leaders apart.
Name
DAVID BEAU BOREN
Status
1 FINRA Regsitrations
Experience
13 Years
Email
hello@davidbboren.com
CRD#:
6024465
Nationality
United States
David B. Boren
MORGAN STANLEY CRD#: 149777
Blockchain Investment
90%Equity Trading
90%Portfolio Management
80%Share Dealing
55%Resume
Registration History
2025
2024 - Present (1 year)MORGAN STANLEY (CRD# 149777)
2023
2022 - 2023 (1 years)E*TRADE SECURITIES LLC (CRD# 8209)
2020
2017-2022PRINCIPAL SECURITIES LLC (CRD# 26091)
Decade Transition
Broker Qualifcations
2016
2014 - 2017STRATEGIC ADVISERS, INC. (CRD# 104555)
2012
2012-2017STRATEGIC ADVISERS, INC. (CRD# 104555)
Testimonials
Real Stories. Real Results.
“The Financial Partner Every CEO Needs”
“David has been instrumental in helping me scale my finances alongside my business.”
him insights into investment strategies and risk management saved me from costly mistakes. I trust him fully with my portfolio, and that’s saying a lot. She doesn’t just talk numbers—she brings peace of mind.
Saul Goodman
CEO, OkoroTech Global
“She Turned My Chaos Into Clarity”
“Before working with David, I felt like I was juggling too many financial pieces with no real direction. She simplified everything, built a customized plan, and now I’m confidently building generational wealth. David is not just my advisor—she’s my financial backbone.”
Rodriguez Wilsson
Real Estate Broker, LuxeHome Realty
“She Gave Me Time Back—and a Future Plan”
“As a medical professional, time is my scarcest resource. David took the burden of financial planning off my plate completely. From retirement planning to smart tax strategies, she’s handled it all with precision and genuine care. I highly recommend him to any busy professional.”
Thelma Brandon
Neurosurgeon, St. Mary’s Medical Center
“Now I Feel in Control of My Financial Story”
“I was skeptical at first, but David changed everything. She understood my unique goals as a creative entrepreneur and built a plan around that. My cash flow has improved, and for the first time, I feel financially secure and in control. She’s an absolute gem.”
Champ Kiyuto
Fashion Entrepreneur, AB Designs Asia
Services
I bring deep experience across stocks, bonds, real estate, and alternative investments — but what truly drives me is helping you succeed.
Your goals aren’t far off. With the right strategy and a trusted partner, they’re within reach. Together, we’ll build lasting wealth, peace of mind, and a legacy that reflects your values. Let’s create something meaningful — for today and for generations to come.
Financial Consulting
I help you gain clarity and confidence around your finances by analyzing your current situation and creating tailored strategies that align with your goals. Whether you're managing debt, planning for the future, or growing your wealth, I provide clear, actionable guidance
Digital Assets Trading
In today’s evolving financial world, I assist clients in navigating the opportunities and risks within cryptocurrency and blockchain-based investments. From Bitcoin to emerging tokens, I help you trade smart and stay informed.
Investment Advisory
I provide personalized investment strategies designed to grow and protect your wealth. From risk assessment to portfolio building, every recommendation is aligned with your financial goals and life priorities.
Stock Brokerage
I support you in accessing and trading traditional financial markets, offering insights and tools to make informed decisions in stocks, ETFs, and equity markets. Whether you're a beginner or an experienced investor, I help maximize your potential.
Frequently Asked Questions
Here are answers to some common questions
What is the process for setting up a financial plan with you?
The process begins with a comprehensive assessment of your financial goals, current financial situation, and risk tolerance. This is followed by a detailed financial plan that outlines strategies for achieving your goals, including investment recommendations, tax planning, and retirement planning.
How do you ensure the financial strategies you recommend are aligned with my personal goals and risk tolerance?
I tailor financial strategies to your specific needs by considering your financial goals, risk tolerance, and investment horizon. This ensures that the recommendations are not only aligned with your objectives but also suitable for your level of risk.
What types of investments do you recommend for someone looking to grow their wealth over the long term?
For long-term wealth growth, I recommend a diversified portfolio that includes a mix of stocks, bonds, and such as mutual funds and ETFs and Cryptocurrency(volatile but fast growing on). This approach balances potential returns with risk, aiming to grow wealth over time.
How do you handle tax planning and optimization for your clients?
Tax planning involves strategies to minimize tax liabilities and maximize tax benefits. This includes selecting the most tax-efficient investments, utilizing tax-advantaged accounts, and planning for tax-efficient investment sales. I work closely with clients to ensure their tax situation is optimized for their financial goals.
What steps do you take to ensure the security and privacy of my financial information?
I prioritize the security and privacy of your financial information. All interactions are conducted in a secure environment, and I adhere to strict confidentiality standards. Additionally, I ensure that any third-party service providers I work with are also compliant with relevant data protection regulations.