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.