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David Afraimi, CTS®

Member in Good Standing
Denver, CO
CTS®
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About David

David Afraimi began his Financial Services career in 1999 as an Insurance Account Executive in Northern California. His ability and desire for growth led him quickly into a Sales Management position, providing him with the skills and knowledge he would need to expand the company and move into a new market.

 

After 5 years of continued success David moved his efforts and expanded the company to Denver, Colorado in 2005 where he is currently the Principal of BAM Advisory Group.

 

David is a highly energetic financial professional with 20 years of industry experience who appreciates the opportunity and unique challenge of working with a variety of clients. He is dedicated to forming long-lasting relationships with each and every client, and is passionate about providing sound advice. David’s expertise includes Retirement Income Planning, Social Security Maximization, Estate Planning and Tax Mitigation.

 

David is able to build portfolios with greater objectivity, having no proprietary business obligations for himself and BAM Advisory Group. Being an independent advisor allows him to focus strictly on the needs of the individual. David's licensing and certifications include the Series 66, Life & Health, Long-Term Care, Registered Investment Advisor, Registered Financial Consultant®, Certified Financial Fiduciary®, National Social Security Advisor®.

 

Outside of helping family, friends and community members plan for their future, David also enjoys all the beauty and adventure Colorado has to offer with his wife, Kristy, and sons, Jordan and Ty. When away from the office, he spends a good majority of his time mountain biking, snowboarding and CrossFitting.

Education

Bachelor's degree

Licenses

Series 66
Investment Advisor Representative
Accident & Health
CFF, RFC, NSSA

IBF Designations

Certified Tax Specialist
Tax planning strategies for individuals, businesses, and retirement accounts.
Interested in earning an IBF designation? Explore all programs

Contact David

Denver, CO
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At a Glance

IBF Designations 1
Member Since 2020
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Practitioner-Reviewed education since 1988
Profile verified · March 2026

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1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
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