Specialties
About Me
David Ybarra, CFP®, RICP®, is a fee-only fiduciary financial planner and the founder of Aspired Wealth, a virtual financial planning firm serving technology professionals and pre-retirees across the United States.
David helps clients make confident financial decisions by simplifying investments, equity compensation, taxes, and retirement planning as their careers and lives evolve. He believes good financial planning should be clear, transparent, and personal—without unnecessary complexity or sales pressure. Through straightforward pricing and an education-first approach, David partners with clients to build and adjust financial plans that align with what matters most to them, whether navigating career transitions, preparing for retirement, or managing major life changes.
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Credentials
CFP, RICP
Chartered Designations
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Disclosures
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of [Firm Name] and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Aspired Wealth Planning, LLC. an Investment Advisor in the State of Colorado, Washington, & Texas. Being registered as an investment adviser does not imply a certain level of skill or training.