VETTED

David Telles

Telles Wealth Advisors / Kierland Financial Group

Tel: 480-778-2062 7373 N. Scottsdale Road, Suite A250 Scottsdale, AZ 85253

FINANCIAL STRATEGIES FOR YOUR GOAL-FOCUSED FUTURE

About David Telles

I'm David M. Telles, a relationship-driven financial professional who believes trust, transparency, and clear communication are the foundation of good advice and of life in general. I take pride in building long-term relationships and helping people feel confident and informed when making important decisions. Family is at the center of everything I do. I'm married to my wife, Claribel, who is Filipina, and I'm a proud stepfather to Sealtiel (14) and Uriel (13), and dad to David (3). Coaching my boys football, basketball, and baseball teams is one of the most rewarding parts of my life and has shaped how I lead with patience, accountability, and heart. I was born in Albuquerque, New Mexico, and moved to Arizona when I was just one year old. In a full-circle moment, I was fortunate enough to buy the very house I grew up in, where I now raise my own family. I'm half Italian and half Mexican, and those roots along with strong family values have played a big role in who I am today. I played football and lacrosse through high school, and sports have always been a big part of my family's life. I'm an avid golfer and a loyal Arizona sports fan, with season tickets to the Phoenix Suns, Arizona State Sun Devils, and Arizona Cardinals. I've been lucky to travel extensively around the world, experiences that have broadened my perspective and appreciation for different cultures. Some of my favorite destinations include Japan, Korea, the Philippines, Europe, and Mexico. Professionally and personally, I try to show up the same way every day: approachable, dependable, and committed to doing the right thing. Whether I'm working with clients, coaching on the field, or spending time with my family, I believe in leading with integrity, follow-through, and genuine care.

About Telles Wealth Advisors / Kierland Financial Group

At Telles Wealth Advisors / Kierland Financial Group, we believe financial guidance should evolve with every stage of your life. Like life itself, your finances have a natural cycle they are meant to be earned, managed wisely, grown, enjoyed, and ultimately shared. How thoughtfully you navigate each stage shapes not only your financial well-being but also the legacy you leave for future generations. Our goal is to help you view your financial resources as more than just numbers. They are tools that empower you to live with confidence, support the people and causes you care about, and create lasting opportunities for those who follow. Your financial life is made up of many interconnected pieces. Through a disciplined, education-focused planning process, we simplify complexity and bring every aspect of your financial picture together. From comprehensive planning to thoughtful implementation and ongoing guidance, we help ensure each part of your financial strategy works in harmony to support your goals today and your vision for the future.

See Disclosures

General Information

Firm Start Year:

2001

No. of Employees:

10-19 Employees

Name of Broker/Dealer:

CETERA INVESTMENT ADVISERS LLC

States Licensed in:

AZ, CA, TX, MO,

Communities served:

Scottsdale, AZ, Phoenix, AZ, Tempe, AZ, Chandler, AZ, Paradise Valley, AZ, Carefree, AZ, Fountain Hills, AZ, Queen Creek, AZ, Gilbert, AZ,

Number of Years with Current Firm:

Work Experience:

Wealth Manager

Telles Wealth Advisors · Self-employed

Jan 2009 - Present · 17 yrs 7 mos

Scottsdale, Arizona, United States · On-site

We provide comprehensive, integrated financial services designed to help individuals and families build, manage, and preserve their wealth with confidence. Our offerings include wealth management, retirement planning, and tax and estate planning, all tailored to align with each client's unique financial goals and life circumstances.

Our approach centers on developing personalized financial strategies that evolve over time, combining disciplined investment management with thoughtful risk mitigation through insurance solutions. We take a holistic view of each client's financial picture, ensuring that every recommendation supports long-term stability and growth.

Guided by a strong client-first philosophy, we are committed to delivering objective advice, transparent communication, and proactive planning. Our goal is to provide clarity, build lasting relationships, and help clients achieve financial security across every stage of life.

Work with the following types of clients:

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided:

Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning

Qualifications & Memberships

Insurance and Annuity Licenses:

Variable Life, Disability, Property, Annuity, Life, Variable Annuity, Long Term Care

Services

Investment Types:

Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Alternative Investments, Socially Responsible Investments (SRI)

I provide a free initial consultation:

Yes

Preferred meeting methods

Can meet clients in the following ways:

Phone, Our Office, Video Conference, Email

Compensation and Fees

Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$25000

Compensation Methods:

Flat Fee, Based on Assets, Commissions

Firm Information

Assets Managed by Firm:

$980,000,000

Advisor's Number of Clients:

2000

Advisor's Number of Managed Clients:

15000

Advisor's Number of Planning Clients:

15000

Total Assets Under Management by Advisor:

$980,000,000

Education

Bachelors of Business:

Arizona State University

08/2003 - 08/2009

Bachelors of Comunication - Walter Cronkite School:

Arizona State University

08/2003 - 08/2009

Portfolio Management

We construct highly customized, institutionally backed portfolios engineered to balance growth potential with robust risk mitigation. Our approach rejects generic, one-size-fits-all models in favor of strategic asset allocation tailored precisely to your time horizon, liquidity requirements, and specific tax situation. By continuously monitoring global market dynamics and rebalancing when necessary, we ensure your investments remain strictly aligned with your long-term wealth objectives.

Retirement Planning

Transitioning from asset accumulation to the distribution phase of retirement requires a fundamental shift in strategy. We design sophisticated income-generation plans aimed at protecting your lifestyle and securing your lifelong independence. By coordinating Social Security timing, structuring tax-smart withdrawals across multiple account types, and stress-testing your plan against inflation and market volatility, we work to ensure your resources last as long as you do.

Wealth Management

Our holistic wealth management service coordinates every component of your financial universe into one cohesive strategy. We look beyond traditional investment accounts to address advanced tax planning, estate preservation, executive benefit optimization, and risk management. By acting as your personal financial quarterback and collaborating with your legal and tax professionals, we protect your legacy and streamline complex financial structures for seamless multigenerational growth.

Financial Planning for Businesses

Successful businesses require more than strong operations they require a financial strategy designed to support growth, protect what has been built, and prepare for the future. We work with business owners to develop customized financial plans that address their unique challenges, goals, and opportunities. By evaluating areas such as cash flow management, business succession planning, tax strategies, employee benefits, risk management, and long-term wealth creation, we help create a roadmap designed to strengthen both the business and the owner's personal financial future. Our goal is to provide strategic guidance and ongoing support to help business owners make confident decisions, maximize opportunities, and build a lasting legacy.

Financial Advice & Consulting

Comprehensive financial advice begins with understanding your unique goals, priorities, and vision for the future. We provide personalized guidance and strategic consulting to help you make informed financial decisions with confidence. By taking the time to understand your complete financial picture including investments, retirement planning, taxes, cash flow, risk management, and legacy goals we develop strategies designed to align your resources with what matters most to you. Our approach goes beyond answering financial questions; we serve as a trusted partner, providing ongoing insight, objective guidance, and proactive recommendations to help you navigate life's financial decisions and build a more secure future.

401K Rollovers

A 401(k) rollover is more than simply moving retirement assets it is an opportunity to build a retirement strategy designed around your future. We help you transition your retirement savings into a professionally managed portfolio that is customized to your retirement goals, income needs, risk tolerance, and tax considerations. Rather than relying on generic investment models, we develop a personalized strategy that seeks to preserve the wealth you've worked hard to build while positioning your assets for long-term growth. Through ongoing portfolio monitoring, disciplined rebalancing, and proactive retirement planning, we help ensure your rollover remains aligned with your evolving financial goals and retirement income needs.

Insurance Planning

Protecting your financial future requires a thoughtful strategy designed to safeguard the people, assets, and goals that matter most. We provide personalized insurance planning solutions that help identify potential risks and create strategies to protect your income, wealth, and loved ones from unexpected events. By evaluating areas such as life insurance, disability protection, long-term care needs, asset protection, and overall risk exposure, we help ensure your coverage aligns with your broader financial plan. Our goal is to provide confidence and security by helping you prepare for life's uncertainties while preserving the financial progress you have worked hard to achieve.

Annuities

Annuities can play an important role in creating a more predictable and confident retirement strategy. We help individuals evaluate whether an annuity may be appropriate within their overall financial plan by considering their retirement goals, income needs, risk tolerance, tax situation, and long-term objectives. Through a personalized approach, we help identify solutions designed to provide potential income stability, protect assets from certain market risks, and complement other retirement resources such as Social Security, pensions, and investment portfolios. Our goal is to help you create a balanced retirement strategy that provides greater financial confidence while supporting your vision for a secure and fulfilling future.

Estate Planning & Trusts

Creating a lasting legacy requires thoughtful planning to ensure your wealth is protected, managed, and transferred according to your wishes. We help individuals and families develop comprehensive estate planning strategies designed around their unique goals, values, and vision for the future. By evaluating areas such as wills, trusts, beneficiary designations, asset protection, charitable giving, and wealth transfer strategies, we help create a plan designed to preserve your assets and provide clarity for the next generation. Our goal is to help you protect what you have built, reduce potential challenges for your loved ones, and create a meaningful legacy that reflects your priorities for years to come.

Tax Advice and Services

Effective tax planning is about more than preparing for tax season it is about creating strategies that help you make informed financial decisions throughout the year. We provide personalized tax advice and planning designed to help individuals, families, and business owners better understand their tax situation and identify opportunities to improve efficiency and preserve wealth. By evaluating areas such as income planning, investment taxation, retirement distributions, charitable giving, business strategies, and long-term financial goals, we help develop proactive strategies designed to minimize surprises and improve overall financial outcomes. Our goal is to provide ongoing guidance that integrates tax considerations into your broader financial plan, helping you make confident decisions today while preparing for the future.

Education Funding and Planning

Investing in education is one of the most meaningful gifts you can provide for the next generation. Our education planning strategies help you prepare for future educational expenses while balancing your own financial priorities, including retirement and other long-term goals. We evaluate savings options, tax-advantaged education accounts, funding strategies, and projected costs to create a personalized plan that aligns with your family's objectives. Whether you're planning for a child, grandchild, or future generations, we help you build a strategy designed to make educational opportunities more attainable while preserving your overall financial well-being.

Risk Management

Protecting your wealth is just as important as building it. Our risk management process is designed to identify potential financial vulnerabilities before they become costly setbacks. We evaluate your insurance coverage, liability exposure, income protection, estate considerations, and overall financial risks to ensure every aspect of your plan is working together. By addressing gaps in protection and implementing strategies that safeguard your assets, income, and family, we help provide greater financial security and confidence allowing you to pursue your long-term goals knowing you have a solid foundation in place.

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1893944/wiseradvisor-telles-wealth-advisors-/-kierland-financial-group-detailed-disclosure.html

Disclaimer

Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisors LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

15 Years of Experience

CRD# 15161030 Firm CRD# 105644Series: 7, 63, 65

Compliance

Registered Investment AdvisorYes

Registered RepresentativeYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

Office Hours

Monday9:00 AM - 6:00 PM

Tuesday9:00 AM - 6:00 PM