Make your dream retirement a reality.
We help individuals and families create financial strategies with the goal of helping them live more fulfilling lives.
What does your future hold?
Call Us Call Us
connect with us Phone: 972-931-3700 / info@spectrumadvisors.net / Visit Us!

FINRA (www.finra.org)
David Faulkner, CFP®
Financial Advisor
Home » Our Team » David Faulkner

David Faulkner, CFP®
Financial Advisor

David’s passion for financial planning began in college while interning at a local planning firm for two summers. He quickly realized the positive impact he could make in people’s lives through the principles of sound planning, something he carries on today as a financial advisor with Spectrum Advisors.

As a member of The Society for Financial Awareness (SOFA), David is able to utilize his passion to educate by hosting free, financial education workshops in order to empower those approaching or already in the retirement phase of life.

With a Bachelor of Business Administration degree in Finance from Texas A&M University, David began his financial services career in 2001. He holds the CERTIFIED FINANCIAL PLANNERTM practitioner, as well as Chartered Life Underwriter (CLU®) designations. Additionally, David holds his Series 6, 63, 65 securities registrations as well as a General Lines insurance license in TX.

On a personal note, David grew up in Dallas as the youngest of four boys and graduated from Richardson High School. While at Texas A&M, David was a member of the Corps of Cadets (Company D2) as well as the Aggie Men’s Club, a Christian service-based fraternity focused on serving the community.

One of the biggest moments in David’s life was in January of 1992 when he first met his bride-to-be. Married since 2000, Libby is his best friend and amazing mother to their three boys, Caleb, Micah and Noah. David and Libby are members of and serve on the greeting team at Gateway Church in Frisco. Living in McKinney, David enjoys spending time with his family, running, playing soccer, fly fishing, and golfing.



The Society for Financial Awareness "SOFA" is a paid membership organization comprised of professionals of varying specialities. SOFA is a 501(c)(3) non-profit organization whose focus is to provide financial education to individuals, businesses and organizations through member professionals. The SOFA logo and/or trademarks are property of their respective owners and no endorsement of David Faulkner or Spectrum Advisors, Inc is stated or implied.


Complimentary Retirement Kit

Enter your information below to request this Kit including three separate guides that address several retirement topics.

  • Who We Are / Our Focus
    Meet mike reppert

    Mike Reppert is a senior partner and investment advisor at Spectrum Advisors with more than 30 years’ experience in the financial industry

    Learn more about Mike
    What We Do

    Our comprehensive and coordinated wealth management strategies are designed to help clients reduce risk, gain confidence in their plan with tax efficiency through a cutting edge wealth management system.

    Learn more about our services
    Why Choose Us

    Spectrum Advisors is the financial partner that you can trust to help pursue your financial goals.

    See what we offer

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship. Securities offered through Madison Avenue Securities, LLC (MAS), member of FINRA/SIPCA. Investment advisory services offered through Spectrum Advisors, Inc, a Registered Investment Advisor. MAS and Spectrum Advisors, Inc are not affiliated entities.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

    Ed Slott’s Elite IRA Advisor Group (“Ed Slott”) is a membership organization. Qualifying criteria includes payment of annual dues and attendance of workshops. Membership with Ed Slott in no way implies that Mike Reppert is an IRA distribution expert. Ed Slott is not affiliated with Spectrum Advisors, Inc or Madison Avenue Securities, LLC.