“If it matters to you, it matters to us.” — David Giannini & Joel Hussey
We’re wealth management professionals integrating decades of experience to deliver client-first services for achieving what you want today and sustaining what you want for the future.
David Giannini . Co-Founder
Before Truvista … My financial services career spans more than two decades … managing a registered investment advisory service … delivering financial planning, estate planning, and investment management for high net worth clients … providing investment policy, and financial sustainability forecasting and guidance for private and non-profit foundations … I earned a BA in — wait for it — philosophy from the University of Washington … I am a Certified Financial Planner (CFP®).
After growing up in the East, My wife and I have lived half our lives — and raised our daughter — in the Pacific Northwest. I enjoy reading, golf, cooking, and serving in our church and on several non-profit boards. Now and then, I lead retreats on generosity.
Joel Hussey . Co-Founder
Before Truvista … I invested 35 years in high-growth aviation firms — in roles including Treasurer, Senior VP for Capital Markets, Chief Financial Officer and President … I spent four years as a CPA, focused on tax planning and compliance ... I earned an MBA from the University of Washington and a BA in Business from Seattle Pacific University,
My wife and I grew up in the Puget Sound region and raised four children together. I enjoy hiking, climbing, golf, soccer, CrossFit, investing and my work on the boards of several non-profits.