David Zarling, CMT

David Zarling, CMT

Head of Investment Strategy & Research
Client First Tax & Wealth Advisors

David Zarling, CMT is Head of Investment Strategy and Research for Client First Tax & Wealth Advisors, a Registered Investment Advisor. Using his strong industry insight and background, David is responsible for managing our clients’ investments using the Adaptiv Investment Management System. This proprietary approach is built on the bedrock of supply and demand (price), which is used to identify investment trends across all asset classes: stocks, bonds, commodities, and currencies. This top-down approach has proven effective for managing risk in a variety of market environments. With 20+ years of experience in the industry, David brings institutional-class asset management to our clients’ portfolios.
Video Archive Contributions
February 1, 2024
Trend Following in the RIA Industry
Presenter(s): Ian McMillan, CMT, David Zarling, CMT