David Amiot, CFP®, CRPC®
David began working in the financial field in college as a teller for a local credit union. Once he graduated with a BBA in Finance, he began work with Fidelity Investments in their contact center in 2013 where he obtained his FINRA Series 7 and 63 securities licenses. Two years later, David transitioned to the Lone Tree branch of Fidelity where he had the opportunity to help clients face-to-face with nearly all their investment needs. While here, he obtained his Series 66, Life Insurance license, CFP® certification and CRPC® designation.
David joined Summit in February of 2018 with the purpose of helping clients successfully prepare for retirement, as well as any other financial endeavor they may value. His goal is to accomplish this through careful planning, eliminating financial stress along the way.
David was born and raised in Valdosta, GA. He moved to Colorado after college to obtain a job in his field of study and to have access to some of the nation’s best rock-climbing destinations. David is married to his high school sweetheart, Elizabeth. They brought their first child, Daniel, into the world in February of 2020. They are loving the transition into parenthood and are thankful for the little blessing they get to bring up. David has a brother, sister-in-law, and two sweet nieces nearby as well. David's parents plan to stay in their hometown in Georgia but like to come out and visit. Together, David and Elizabeth enjoy climbing, hiking, snowboarding, camping and doing pretty much anything outdoors together. They look forward to including their son in these future adventures!