David Mayes, CFP

David Mayes has been in the financial services industry for over a decade. He previously held positions at Granite Bank in Keene, NH (2004) and Mascoma Savings Bank in Lebanon, NH from 2007 – 2008.

David has extensive knowledge on economics, financial markets, taxation, insurance and other important financial planning areas. Additionally, he has served as research assistant on numerous projects related to these fields.

Early Life and Education

David Mayes was born in 1900 in Arkansas to Henry C Mayes and Gussie Mayes.

He married Anna Cavinato in September 1993, and is survived by his wife and two children.

On November 30th, 1971, Mayes passed away at the age of 70 after decades as a professor at the University of Auckland in New Zealand. A passionate educator, Mayes made an immense difference to his students’ lives through his teaching methods and guidance.

Before becoming president of Columbia Southern University in Orange Beach, Alabama in 2005, he served as CEO for Columbia Southern Education Group and also spearheaded the acquisition of Waldorf University (formerly Waldorf College) in Forest City, Iowa. Under his guidance the online university saw its student population triple from 7000 to 30,000 during his tenure; eventually retiring in May 2018.

Professional Career

David Mayes is a renowned financial planner with an impressive list of clients. His team of specialists offer various services like tax planning, estate planning and insurance consultations.

No matter if you’re a millionaire with an expansive estate or just starting to save for retirement, Bearing Point Wealth Partners has you covered. Their comprehensive suite of tools covers financial planning and investment portfolio management needs. Their proprietary solution uses cutting-edge technology to deliver highly customized investment portfolios tailored to suit individual requirements. Furthermore, they have other cutting-edge services like their cutting-edge research and development platform. Headquartered in Keene, New Hampshire, their main office can be reached easily.

Personal Life

David Mayes passed away at the ripe age of 95. Born in Peterborough, England, he was a master precision machinist.

Education & Credentials:

He holds a Bachelor of Science in Economics from the University of Illinois (1989) and Master of Arts in Economics from the University of New Hampshire (1990). Furthermore, he is a Certified Financial Planner(tm) Practitioner and IRS Enrolled Agent.

In 2003, he ventured into the financial services arena as a sole practitioner offering fee-only financial planning and tax services. Subsequently, he served as financial consultant at Granite Bank in Keene, NH (2004) and Mascoma Savings Bank in Lebanon, NH (2007 – 2008) where he offered investment advisory and planning services to bank customers. In 2016, he founded Three Bearings Fiduciary Advisors with his business partner Patrick Gallant.

Net Worth

David Mayes is a wealth advisor who offers services to an array of clients, from million-dollar trusts to municipalities. His areas of expertise include taxation, insurance, investment management and other financial planning matters.

As an advisor, he assists his clients in planning for their retirements by gathering all of their details and estimating how much money needs to be saved or invested to reach their objectives. He uses industry-leading platforms and proprietary tools to get a complete view of your finances.

He owns a substantial portion of his wealth and has been involved in the financial industry for years. Additionally, he serves as CEO for his father’s oil company, Middleton Oil Company.