David Green, CPA/PFS, CFP
Dave has practiced as a certified public accountant for 28 years and has focused his practice on the tax needs of high net worth individuals and their related entities and trusts since 1985. Dave was born in Vicksburg, Mississippi and grew up in the suburbs of Cleveland, Ohio. He received an undergraduate degree in international economics from Georgetown University, his law degree from Case Western Reserve University and a master of laws in taxation degree from the Georgetown University Law Center. He has been a licensed investment professional since 2006.
Previously Dave had his own specialized tax practice in Los Angeles, California and being a tax partner with one of the country’s largest public accounting firms Prior to that time, he was a tax partner with Moss Adams LLP, where he chaired the firm’s individual income tax technical team and was an active member of the firm’s estate tax technical team. Previous employment includes being an investment advisor representative with Moss Adams Wealth Advisors LLC. . Dave founded David Green CPA PLLC in November 2010 to work more closely with high net worth individuals and is now licensed as an Investment Advisor Representative with Etesian Wealth Advisors, Inc.
He is licensed as a certified public accountant in Washington, Oregon and California, maintains his NASAA Series 65 securities license and is a Certified Financial Planner® certificate. Dave has also received the following designations:
- Accredited Estate Planner® designation from the National Association of Estate Planners & Councils Entity Selection and Restructuring
- Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants Employee benefit and profit-sharing plans
Dave moved to Spokane, Washington in 2005 and is active in several community organizations. He is Vice President of The Spokane Symphony Orchestra.