David Sanderson

David Sanderson, Financial Professional As a financial representative with New York Life, I’m passionate about helping individuals, families, and business owners build confidence in their financial future.

My approach centers around education first — empowering clients to make informed decisions about their personal finances with clarity and confidence. I take a holistic approach to financial planning, focusing on aligning each strategy with my clients’ unique goals, values, and priorities. Whether it’s planning for retirement, protecting loved ones, or growing a business, my mission is to ensure that every aspect of the financial picture is considered. To provide the highest level of service, I collaborate with a team of financial analysts, CPAs, attorneys, and specialized consultants, ensuring that no stone is left unturned when evaluating opportunities and developing solutions. I’ve earned my Financial Services Certified Professional (FSCP®) designation and am currently pursuing the Chartered Financial Consultant (ChFC®) and Certified Financial Planner (CFP®) designations — continuing my commitment to professional growth and delivering even greater value to the clients I serve. Outside of work, I enjoy connecting with the Austin community and helping families and business owners take meaningful steps toward their goals with confidence and peace of mind.