David Sylvester

David Sylvester, CFA®, CFP®

Sr. Private Wealth Advisor
Walnut Creek, CA

David Sylvester is a senior private wealth advisor for the Private Wealth division of Blue Trust and serves his clients out of the office in Walnut Creek, California.

As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, David uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. David and his team integrate financial planning and investment management into financial plans tailored to his clients’ needs.

Prior to joining Blue Trust, David founded CAVU Wealth Advisors 14 years ago where he also served as the managing director. He founded CAVU on a holistic approach to wealth management, a focus on family legacy development and wealth transfer, and generosity. During those 14 years, CAVU donated 10% of its revenues, totaling over $575,000 in donations, to dozens of charitable organizations, including Convoy of Hope (globally) and Bay Area Rescue Mission (locally). David has an avid interest in aviation, and he previously worked as a noted airline analyst at Hambrecht & Quist, Montgomery Securities (now Bank of America – Merrill), and Kidder Peabody. He then went on to serve as Harmony Airways’ first president.

David earned his BS in accounting and finance from the University of Richmond.

David is an active member of his local church, Moraga Valley Presbyterian Church, where he helps lead their Financial Peace University course. In his spare time, he enjoys outdoor activities like golfing, running, and backpacking.

David and his wife, Terry, reside in Moraga, California, and have four adult daughters and nine grandchildren.

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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE