Dave Coffaro

Co-founder and Head of Industry

An interview with Dave Caffaro

Birth location: I was born in Lynwood, CA and I currently live in Orange County, CA. I earned a Master of Business Administration degree in Strategic Management from Claremont Graduate University, with an undergraduate degree in Organizational Behavior and Business Administration from California State University, Fullerton. In the course of my career I led a team that earned two patents in the area of predictive analytics in wealth management, and I led the largest fiduciary business integration in the US (so far). Apart from co-founding Atticus, I currently serve as principal of the Strategic Advisory Consulting Group.

Why did you join Atticus?

As a wealth business manager, I saw a large service gap my team couldn’t address. Atticus speaks to real human needs in a family’s financial life. I love that Atticus bridges gaps that are currently unaddressed in financial life.

Magazine Articles

You’ve just been named executor… Now what?

Being named an executor of a loved ones estate is an honor, but it comes with a lot of work. Atticus will show you what you should think about if this opportunity comes up, and what questions to ask.

Read Story

Asking the right questions to navigate disruption

Fintech start-ups promise to solve many of the problems confronting customers, by providing technological advancements that can lead to market disruptions. But it's not enough for banks and financial institutions to say that tech will solve theirs, and their customers problems, if they don't take the time to ask the right questions.

Read Story

Keeping Peace while Keeping Pace

Estate settlement is no easy feat. But beyond the procedural responsibilities, there are also significant emotional aspects. These are some helpful tips for keeping peace, while keeping pace, during estate settlement.

Read Story