David Nestor

If you’re facing a financial question or decision and aren’t sure what matters most or what to do next, that’s exactly the kind of situation I help with. Sound financial principles matter. But applying them well often requires more than knowing the rule of thumb. A good decision may depend on your goals, time horizon, liquidity needs, risk, competing priorities, and what the money ultimately needs to support. My role is to help you understand how those pieces fit together, identify the tradeoffs that actually matter, decide what to prioritize, and apply sound financial principles to the realities of your situation. I’ve seen that in my own decisions too. I once chose a lower-tax place to live because it looked better financially, then realized it wasn’t the better overall fit once I weighed the full picture. The lesson wasn’t that the numbers didn’t matter. They did. It was that they were one part of a larger decision. Before launching my coaching practice, I spent more than 11 years in strategy, commercial leadership, and general management across large corporations and consulting firms. Much of that work involved making decisions with incomplete information, competing priorities, real constraints, and meaningful consequences. That experience shapes the way I coach: listen carefully, clarify the facts, identify what matters most, understand the tradeoffs, and determine the next practical step. I earned my MBA from the Tuck School of Business at Dartmouth and a BS in Finance from Wake Forest University. I’m based in Philadelphia. Outside of work, I enjoy golf, playing piano and guitar, museums and history, good restaurants, and international travel.