I’m David M. Telles, a relationship-driven financial professional committed to helping individuals and families make informed, confident financial decisions. I believe trust, transparency, and clear communication are the foundation of meaningful relationships—both personally and professionally. My approach is centered on listening, understanding what matters most to each client, and providing guidance designed around their unique goals and circumstances.
Family is at the center of my life and has shaped many of the values I bring to my work. I’m married to my wife, Claribel, and I’m a proud stepfather to Sealtiel and Uriel and father to David. Coaching my boys in football, basketball, and baseball has been one of the most rewarding experiences of my life. It has taught me the importance of patience, accountability, preparation, leadership, and, most importantly, genuinely caring about the people you are entrusted to lead.
I was born in Albuquerque, New Mexico, and moved to Arizona when I was one year old. In a meaningful full-circle moment, I was fortunate enough to purchase the home I grew up in and now raise my own family there. My Italian and Mexican heritage, along with the strong family values I was raised with, have played an important role in shaping who I am today.
Sports have always been an important part of my life. I played football and lacrosse throughout high school, and today I remain an avid golfer and passionate Arizona sports fan. I enjoy supporting the Phoenix Suns, Arizona State Sun Devils, and Arizona Cardinals, as well as spending time with my family and traveling.
I’ve been fortunate to travel extensively, including throughout Japan, Korea, the Philippines, Europe, and Mexico. Experiencing different cultures and perspectives has broadened my understanding of the world and reinforced the importance of listening, learning, and appreciating that everyone’s journey is different.
Professionally and personally, I strive to approach every relationship the same way: with integrity, dependability, and genuine care. Whether I’m working with a client, coaching on the field, or spending time with my family, I believe in doing what I say I will do, following through on my commitments, and always putting people first.
About Telles Wealth Advisors / Kierland Financial Group
At Telles Wealth Advisors / Kierland Financial Group, we believe financial planning should evolve alongside your life.
Your financial life has a natural progression. You work to earn and build wealth, manage and protect it, use it to enjoy the life you’ve worked hard to create, and ultimately determine how you want to preserve and pass it on to the people and causes that matter most.
Our role is to help you navigate each stage with clarity and confidence.
We believe your financial resources are more than numbers on a statement. They are tools that can help you pursue your goals, protect the people you care about, enjoy the opportunities life provides, and create a lasting legacy for future generations.
Through a comprehensive, education-focused planning process, we bring the different pieces of your financial life together. We look beyond individual investments or financial products to understand how your retirement, investments, taxes, insurance, estate planning, and other financial decisions work together.
Comprehensive Financial Guidance
We provide integrated financial planning and wealth management services designed to help individuals and families build, manage, protect, and preserve their wealth.
Our areas of focus include:
- Wealth Management and Investment Planning
- Retirement Planning and Income Strategies
- Tax Planning and Tax-Efficient Strategies
- Estate Planning and Legacy Planning
- Risk Management and Insurance Planning
- Education Planning
- 401(k) and Retirement Account Strategies
- Annuity Planning and Evaluation
- Financial Planning and Ongoing Consulting
Every client’s financial situation is different. Our process begins with understanding where you are today, where you want to go, and what is most important to you. From there, we develop a personalized strategy designed to coordinate the different areas of your financial life.
A Relationship-Driven Approach
We believe effective financial planning is not a one-time event. Your goals, priorities, family, career, income, and circumstances will change over time, and your financial strategy should evolve with them.
That is why we focus on building long-term relationships rather than simply providing individual financial products or isolated recommendations. We provide ongoing guidance, education, and proactive planning to help you make informed decisions as your life changes.
Our commitment is simple: listen first, communicate clearly, provide thoughtful guidance, and always put the client’s best interests at the center of the relationship.