Broker Check
 David Bayarena, CFP®, AIF®, MBA

David Bayarena, CFP®, AIF®, MBA

Founder & Director of Wealth Planning

I am proud to serve as the Owner, Founder, and Director of Wealth Planning at Kaizen Wealth Planning. With over 23 years of experience in the financial services industry, I have coached and managed client wealth strategies and plans, helping individuals and families achieve financial independence and individual sovereignty.

Previously, I worked as the Director of Wealth Management at Bumgardner Morrison Wealth Management, where I honed my skills in strategic planning, portfolio construction, retirement income planning, tax optimized distribution strategies, and estate planning. I obtained my CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2008 and my Accredited Investment Fiduciary® (AIF®) designation in 2015. Prior to beginning my career, I obtained my Bachelor of Arts in Finance from Texas A&M University in 1999 and an MBA from the University of Texas at Dallas in 2004.

My greatest motivation is coaching and serving clients along the path of continuous improvement, helping them achieve balance, security, and conviction in implementing our agreed-upon strategies that are aligned with their specific goals. By far, my favorite aspect of coaching clients in these matters is the dialogues that ensue as we learn about one another and work as a team toward achieving our goals and aspirations. This approach leads us to deliver on the promises we make to ourselves and our loved ones.

At Kaizen Wealth Planning, we embrace a philosophy of continuous improvement, and our comprehensive perspective and process allow us to provide the Fiduciary standard of care, passion, and competence that our clients deserve. As a life-long martial artist and jiu-jitsu black belt, I embrace the efficiency and strategy of technical movements as both a physical and intellectual pursuit.

I currently live in Victoria, Texas, with my beautiful wife Natalie and our three amazing children, Bruce, Sophia, and Luke. Together, we pursue our life-long mission of continuous learning and improvement, striving to achieve financial freedom and independence, and enjoy practicing martial arts in our free time.