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695 Town Center
Suite 700
Costa Mesa, CA 92626
Office: (888) 447-9732
Email: dave@vfos.com

Areas Of Expertise
Individual wealth transfer strategies
Insurance and estate tax planning
Business succession planning
Wealth preservation and diversification
Cash flow planning and integrated financial forecasts
Planned gift design and marketing
Family foundations

Significant Accomplishments
Provides consulting on wealth transfer, estate tax, and philanthropic strategies to professional advisors across the nation.
Provided back-office comprehensive estate design and client presentation services for over 500 family situations involving over $5 billion in assets.
Created technology solutions to aggregate and integrate client financial, estate, tax, and cash flow information and licensed the technology to top planning firms across the nation.
Created business processes and support systems for wealth advisors and offered these through seminars across the nation.
Provides charitable and estate planning consulting services on behalf of charitable organizations to major donors.

David Holaday, ChFC, CAP

Professional experience

David Holaday has over 25 years experience as a financial consultant. He is the founder and Managing Member of Wealth Design Consultants, LLC, which offers case design, analysis, and presentation services to organizations and individuals that serve high new worth clients.

Clients of the firm include lawyers, financial advisors, family offices and charities. He has a national reputation for developing unique and comprehensive solutions for complex family situations and often collaborates with the client’s existing tax, legal, insurance, and investment advisors. Previously he co-founded and later sold The Wealth Design Center (a technology, training, and consulting firm) to a publicly traded company.

Dave also served as Director of Intellectual Property at Renaissance Inc., an Indianapolis-based provider of charitable consulting and trust administration services.

Articles And Publications
Author, "Exit Plans for Financed Life Insurance: Preparing to "Cross that Bridge" Before Coming to It," Journal of Practical Estate Planning, August/September 2006.
Co-Author, "Combining Life Insurance and Annuity Policies to Create a Financial Engine for a Nongrantor CLAT," Journal of Practical Estate Planning, August/September 2004.
Author, "Charity-Owned Life Insurance and Investment Capital: The Good, the Bad, the Ugly," Journal of Practical Estate Planning, October/November 2004.

Education
Chartered Financial Consultant (ChFC), American College, 1994
B.S. Chemical Engineering, University of Virginia, 1976
Member Planned Giving Group of Indiana (Past President)
Member International Association for Advisors in Philanthropy
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.