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David Bean, CPA®, CEPA®

Private Wealth Advisor

David earned his bachelor’s degree in Accounting from Arizona State University and went on to complete a master’s degree in Leadership. Following his graduate education, David became licensed as a Certified Public Accountant (CPA) in Arizona in 2010.

David has more than 15 years working in leadership-level finance and strategic planning roles for organizations ranging from not-for-profits to Fortune 100 companies. As his career developed, he became intimately involved with buy-side and sell-side merger and acquisitions activities.

With a desire to have a more meaningful impact on businesses and their owners, David left Corporate America to start his own independent CPA Firm while joining Silverhawk as a private wealth advisor. David leverages his experience to bring large company sophistication to the benefit of small businesses and their owners through appropriate financial and wealth planning strategies.

David is also a Certified Exit Planning Advisor (CEPA®) and founder of 3C Strategic Advisors, a firm devoted to helping business owners build value in their companies and position themselves for a successful exit. His work within 3C is a perfect complement to the comprehensive planning he provides through Silverhawk, offering an opportunity to have an impact on business owner client’s total net worth both inside and outside of their businesses.

David enjoys spending quality time with his wife and three children in his down time and always tries to find opportunities to enjoy the beautiful Arizona weather.

Connect with David on Linkedin

Come and Work with Us

Contact Information

Silverhawk Private Wealth – Headquarters
21090 N. Pima Road
Scottsdale, AZ 85255
Orange County Office
5140 Birch Street
Suite 300
Newport Beach, CA 92660
Memphis Office
5190 Walnut Grove Road
Memphis, TN 38117