David’s Approach
David S. Totah Jr.
CFP®, MBA
Financial Advisor / Member Owner
Overview
David “Dave” Totah, Jr. is a financial advisor at our Plano, Texas, office. As a CERTIFIED FINANCIAL PLANNER® professional, he focuses on comprehensive wealth planning and long-term financial independence, combining extensive experience in financial planning with a practical, personalized planning approach. He began working at Savant in 2026 when Exencial Wealth Advisors joined the firm.
Dave partners closely with individuals, families, business owners, and executives to help design personalized financial strategies that adapt as economic conditions and lifestyle needs evolve. His planning process helps clients align cash flow, investments, and long-term goals into a clear, easy-to-understand roadmap.
Before joining Savant, Dave built a successful career as a senior wealth advisor and partner at Exencial. Earlier in his career, he spent 26 years with a Fortune 100 telecommunications company, where he worked with business owners and executives to support operational performance and financial decision-making. Known for his analytical mindset, Dave held leadership roles across marketing, finance, and sales operations, applying strategic planning to drive measurable results.
Dave holds a Life and Health insurance license in the state of Texas. He earned a bachelor’s degree in business administration and a Master of Business Administration (MBA) from West Texas A&M University in Canyon, Texas. He is an active member of the Financial Planning Association of Dallas/Fort Worth.
A resident of Plano since 1994, Dave enjoys spending time outdoors, golfing, skiing, and exploring his interest in cars.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- West Texas A&M University
Bachelor of Business Administration
Master of Business Administration (MBA)
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- Financial Planning Association of Dallas/Fort Worth – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.