About Profectus Wealth Management
Frequently asked questions
David Meeks
Financial Advisor
I founded Profectus Wealth Management to provide personalized guidance in an industry that often prioritizes products over planning. I provide personalized, forward-thinking financial guidance to individuals, businesses and families. Our mission is to help clients manage, preserve, and transition wealth with clarity and confidence, whether they're navigating life milestones or planning for future generations.
Before launching Profectus, I provided wealth management services to a credit union, where I gained a deep understanding of our members' everyday and long-term financial needs. Prior to entering the financial services industry, I spent 8 years in the wine industry, an experience that taught me the value of building strong, lasting relationships.
I hold a Bachelor's Degree from San Diego State University and an MBA from the University of Oregon. In my spare time, I enjoy hiking and gardening.
At Profectus, we blend independence with the resources of an experienced financial institution to deliver tailored strategies that help our clients thrive in an evolving world.
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Our Commitment to Financial Education
We believe confident financial decisions begin with understanding. For those who prefer to learn at their own pace, we offer educational resources designed to explain financial concepts clearly and without jargon.
Our Investing 101 Guide is designed to answer the questions that naturally arise as you think about your finances. It offers brief, approachable explanations of common concepts, making it easier to understand the “why” behind financial decisions.
Whether you’re preparing for a future conversation with an advisor or simply exploring something new, it’s a helpful place to start.
Our Articles and Insights explore financial planning topics in greater depth, offering our perspectives on investing, retirement, protection, and long-term planning.
These pieces are written to help you better understand the factors that influence financial decisions over time. If you enjoy learning and reflecting before taking action, this is a space to explore at your own pace.