Logic Meets Creativity: The Unlikely Path of a Financial Visionary

As the Founder and Managing Partner of One Wealth Advisors, David Steele sets the strategy, vision, and culture for the firm, leveraging his nearly 30 years in finance and as an entrepreneur. A person of many interests, he manages to balance logic with creativity through his varied unexpected activities. David has worked hard to help build a firm that acts as a fiduciary for our clients, always placing the interests of those we serve above everything else. The firm’s north star is helping people lead happier and more peaceful lives.

Though his primary role is Managing Partner of One Wealth Advisors, he is also the Founder and a Principal Partner of the Flour + Water Hospitality Group as well as an avid supporter of local arts and cultural organizations. He is on the board of both Playground, a non-profit playwright incubator, and Zero Food Print, an organization that works with restaurants all over the world that are committed to fighting climate change.

Constantly on the move, often with his iPhone to his ear, David can be found alternately wandering the streets of New York City or snowboarding the backcountry runs of Lake Tahoe. Contrary to popular belief, he actually does sleep.

Connect with Jon Dwoskin:

Twitter: @jdwoskin
Facebook: https://www.facebook.com/jonathan.dwoskin
Instagram: https://www.instagram.com/thejondwoskinexperience/
Website: https://jondwoskin.com/
LinkedIn: https://www.linkedin.com/in/jondwoskin/
Email: [email protected]
Get Jon’s Book: The Think Big Movement: Grow your business big. Very Big!

 

Connect with Ally and David Steele:

Website: onewealth.net

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*E – explicit language may be used in this podcast.