Meet the Team

David F. Bavero is the CEO and Owner of Symmetry Financial Solutions, a premier independent wealth management and financial planning practice headquartered in San Antonio, Texas. Beginning his career in the financial services industry in 1999, David has spent over two and a half decades helping individuals, families, and businesses navigate their financial journeys with clarity, precision, and confidence.

As an executive leader, David guides a highly collaborative team of financial professionals across a growing multi-state footprint, serving clients through offices in Texas (including San Antonio, Boerne, Brownsville, and Fredericksburg), New Jersey, New York, and Massachusetts. Under his leadership, the firm oversees critical client assets by providing tailored, comprehensive wealth management, retirement plan management, robust retirement planning, and custom insurance solutions.

David's approach to financial planning is deeply rooted in education and accessibility. He believes that the best financial strategies are those that demystify complex market environments, turning intricate retirement and investment concepts into clear, actionable roadmaps. By aligning personalized service with advanced technological resources through their affiliation with Osaic Wealth, Inc., David ensures that clients have the cutting-edge tools and dedicated support required to pursue long-term financial security.

Professional Registrations & Certifications

To provide comprehensive fiduciary care and specialized advisory oversight, David holds several industry credentials and registrations:

 Professional Designations: CLTC^® (Certified in Long-Term Care) and LUTCF^® (Life Underwriter Training Council Fellow).

 Securities Registrations: Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law), Series 6 (Investment Company/Variable Contracts), and Series 63 (Uniform Securities Agent).

 Supervisory & Principal Registrations: Series 23 (General Securities Principal Sales Supervisor), Series 9, and Series 10 (General Securities Sales Supervisor).

 Insurance Licensure: Licensed for Life, Accident, and Health Insurance.

When he isn't helping clients build their financial legacies, David is an active member of the Texas community and enjoys spending time outdoors, pursuing local sporting and conservation activities.

Richard’s experience in the financial services industry exceeds three decades. From 1979 to 1986, he helped build Businessmen’s Assurance Company of America as a Sales Manager and Agent, and eventually as the General Manager. As the youngest GM ever hired by the company at the time, Richard helped grow the practice by increasing firm efforts in recruiting, training, and improvements to productivity. Between 1987 and 1994, Richard worked for Connecticut Mutual in San Antonio, eventually as a Vice President of Agencies at their corporate headquarters in Hartford. In 1994, Richard returned to San Antonio and, with Gene Roe, started Planto Roe Financial Services, Inc.; a comprehensive financial services firm committed to helping clients attain long-term financial success. Today, with his new partner Dave Bavero, the name of the firm has changed to Symmetry Financial Solutions. Symmetry is one of the largest privately owned firms that offers financial planning, advisory services, 401k services, and other financial products in San Antonio and the surrounding area.     

Born and raised in San Antonio, Richard is an alumnus of Trinity University, where he met Sara, his wife of over 40 years. Richard and Sara have two children – Rebekah and Samuel.

David was born and raised in McKinney, Texas. He attended Texas A&M University and after graduating in 1986 began a career in engineering and business development. A 20+ year career in aerospace and defense contracting provided David with a solid understanding of corporate financials and the importance of fiduciary responsibility. After years of providing investment advice to family and friends he turned his hobby into a new career.

As a part of giving back to the San Antonio community especially to children and young adults, David became involved with Aggie Park and the San Antonio Texas A&M Foundation (board member 2022-2023) raising money to provide college scholarships, and Alamo Kiwanis Club that raises money for local Bexar County children’s charities. David is also a member of the Alamo Heights Chamber of Commerce.

Hunting dove, pheasant, ducks, and quail led David to the world of hunting retrievers. As a member of Alamo Retriever Club for over 15 years David served as the club president for 12 years, and currently serves on their board of directors. He has two Labrador Retrievers, Gin and Rye that enjoy hunting and running AKC and HRC hunt tests and field trials. David recently joined the San Antonio Gun Club board of directors to help foster the next generation of young shooters and hunters.

I'm a Financial Advisor and Investment Specialist at Symmetry Financial Solutions. With 19 years of financial services experience, I've honed my skills to guide clients toward their financial goals. I hold several FINRA licenses (Series 4, 7, 66, and 24), allowing me to navigate complex financial landscapes. I focus on practical financial planning, research, and portfolio management.

I graduated Summa Cum Laude from Texas Tech University in 2004 with a BBA in Finance. That academic foundation has been invaluable throughout my career.

Beyond the markets, I enjoy staying active, playing frisbee with my dog Bandit, and cheering for Arsenal FC.

Shelley Ann works on our Professional Services Team, helping with new business and client service. She has been part of the Symmetry team since 2015.

Stacy Smith is the Director of Operations. She graduated in May 2004 from Trinity University in San Antonio with a BS in Business Administration - concentrations in Marketing and Management. She joined the Symmetry team in March 2007.