David Lundberg Wealth in Alignment

Flat Fee Financial & Tax Planner. Marine Veteran. Yoga & Breathwork Teacher.

I explore financial planning, tax strategy, retirement, investing, health, relationships, purpose, and the deeper meaning of wealth. My philosophy is simple: true wealth comes from aligning your money with the life you genuinely want to live.

David Lundberg, MBA, MSCJ, Certificate in Financial Planning, and Yoga Alliance RYT 200.  A flat fee fiduciary financial planner over 10 years experience offering one time and ongoing plans. Married for 20 years, kids and dog.

Headquartered in Cary, North Carolina and Arizona. Serving clients nationwide virtually where appropriately licensed.
Website: https://wisepathwealth.com Wisepath Wealth LLC | CRD #339725
Content is for educational purposes only and does not constitute individualized investment, tax, or legal advice. Advisory services provided only pursuant to a written agreement and in jurisdictions where registered or exempt.