About Us

About the CEO  

David Ingle is a trailblazer in the world of wealth management, renowned for his innovative approach that seamlessly integrates award-winning technology and cutting-edge research to transform clients' financial journeys. With a Bachelor of Science in Accounting and Finance from Western Governors University, David's educational foundation is further enriched by prestigious programs at Harvard, Wharton, and Chicago Booth. His credentials include a Six Sigma Black Belt Certification, expertise in Business Law and Structures, Financial Analysis, and comprehensive training in Portfolio Management, Securities Analysis, and Real Estate Analysis.

David's professional journey is marked by an impressive array of certifications from Bank of America, including Certified level III Financial Analyst, Certified Special Needs Financial Advisor, and Institutional Futures and Commodities Trader, among others. He is also  Commercial Real Estate and Corporate finance analyst, an Alternative Investments Subject Matter Expert and a Trust and Estate Expert. His expertise extends to Behavioral Finance, Tax Planning, Divorce Financial Analysis and Wealth Management.

David's research project on how mortgage debt affects clients is heralded as one of the greatest financial discoveries of our generation. Using these discoveries, David created a visionary business model that challenges the traditional reliance on in-house experts, recognizing that no single firm holds a monopoly on the best financial minds. By partnering with top-tier professionals, he ensures that financial advisors can access industry-leading expertise, delivering highly specialized and customized advice. His commitment to blending industry best practices with insights from global experts empowers clients with a flexible, disciplined investment strategy that aligns with their goals and dreams. David's innovative model consistently generates superior results, providing clients with the clarity, confidence, and success they deserve in their financial endeavors.

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Vision

Our vision is to empower individuals and businesses to achieve financial prosperity and security through innovative, personalized, and ethical financial solutions. We aspire to become a leading financial services firm by fostering a culture of excellence, trust, and collaboration. Our commitment to leveraging cutting-edge technology and deep industry expertise will drive us to deliver unparalleled value and transformative financial experiences for our clients worldwide. Together, we will build a vibrant future where financial success is accessible to all.

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What We Do and How We Do It

At Vibrant Wealth, we transform your financial journey by integrating your personal information with award-winning technology and cutting-edge research on our financial planning platform. This approach delivers a detailed and visually engaging report, embodying the essence of Vibrant Wealth. Our mission is to blend industry best practices with insights from third-party professionals, experts, and leading financial firms, all powered by top-tier technology. This enables us to offer a fiduciary, customized wealth management process that brings clarity, purpose and confidence to every client we serve.

In today's dynamic environment, having an investment process that is entirely tailored to each client is essential. Our approach incorporates insights from top experts worldwide, ensuring a flexible and disciplined financial strategy that aligns perfectly with your goals and dreams. At Vibrant Wealth, we are committed to empowering you with the tools and expertise needed to achieve financial success and peace of mind.

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Philosophy

Our wealth management philosophy is driven by a bold vision: no single investment firm holds a monopoly on the best money managers, tax advisors, or estate planners. Relying solely on in-house experts can limit the scope of solutions available to our clients. To overcome this challenge, David pioneered a revolutionary business model that partners with top-tier money managers, tax attorneys, and insurance companies. This approach empowers our financial advisors to access industry-leading expertise and deliver highly specialized advice tailored to your unique needs.

Our mission is to consistently generate superior results for you, whether in the short term, medium term, or long term. By embracing a diverse network of experts, we ensure that your financial journey is guided by the best minds in the industry, providing you with the clarity, confidence, and success you deserve.