David C. Brinkman CFA, CPA, CFP®, CPFA

David is an Investment Relationship Partner in our Columbus, OH office with over 10 years of experience within the financial services industry. He predominantly works with high-net-worth individuals and families, not-for-profit entities, and retirement plans advising on various topics, including holistic financial planning, income tax optimization, asset allocation, portfolio construction and estate planning strategies. David’s well-rounded financial education and past experience have provided him with the skills to specialize in the development and execution of comprehensive financial plans to help clients meet their short- and long-term financial goals.

As a former financial analyst, David is actively involved in the firm’s investment research process, including strategic portfolio construction, ongoing investment due diligence of new and existing investment managers and other ad-hoc research.


B.S. - Accounting, The Ohio State University

Professional and Community Involvement

Member - CFA Society of Columbus

Member - American Institute of Certified Public Accountants

Do you have a hobby/personal passion?   
I enjoy being with my wife and (3) kids – Scarlett, Olive, and Crosby and I love playing golf.

What was the best advice you’ve ever received?   
I received some great advice at the beginning of my career working in Chicago in a job and field, I didn’t love, that has stuck with me. At the beginning of one’s career don’t stress yourself out your long-term career path, comparing yourself to peers, are you on the right long-term track, etc. But recognize for most people as they get into their 30s you do need to determine your path and field of focus so that by the time you hit (what is for most) your peak earning’s years between 40 and 60 years old, you have a career you enjoy, established connections, and overall good balance to your professional life. I’ve been fortunate that this advice has played out for me and has provided me good perspective throughout my career thus far.  
Who is your role model?
As I’ve grown older, I’ve come to appreciate all the things my parents did for me growing up i.e. travel soccer teams, vacations and trips, personal finances, etc. that I didn’t always appreciate or recognize growing up. 

What was your childhood dream? 
Be like Larry Bird, I was a huge Larry Bird fan growing up playing basketball.

If you could go back in time, what advice would you give your college self?
While I enjoyed college and wouldn’t do anything different, I’d remind myself to enjoy the moment more, I have the rest of my life to work hard.   

People would be surprised to know that I…
Mediate most mornings. 

What is the best or most interesting thing about your career?
I have alphabet soup behind my name in terms of professional designations (CFA, CFP®, CPA) but each designation had a purpose and pushed me to expand, develop, and broaden my financial and accounting skill set.     

What was your first job?   
Auditor for PwC in Chicago

Do you have a “motto”? (spoken or unspoken) 
I’ve stolen it from Cameron Mitchell, a restaurateur from Columbus, “The answers Yes, what’s the question?”

When you have an hour of free time, what do you like to do?
I enjoy reading Barron’s Magazine, and in general always trying to learn about new things. A learn a lot from surfing Twitter, and the financial commentary on that platform.   

Do you have advice for young professionals? 
Find something you genuinely enjoy doing, it has made all the difference for me in my career. I truly enjoy helping people achieve their financial goals and I think that comes through in my interactions with clients.


David C. Brinkman CFA, CPA, CFP®, CPFA

our thoughts on

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big problem:
I’d be happy to discuss your company’s retirement plan. Email me directly here.
big thinking:
A not-for-profit client out of 401(k) compliance.

Shareholder Jason Lumpkin serves as a Practice Unit Leader for SDAdvantage Retirement Solutions. He has more than 17 years of qualified retirement plan experience, primarily serving middle market, closely held businesses. His background includes plan design, documentation reporting, participant education, and ongoing administration for defined contribution plans, including employee stock ownership plans.

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