Jeremy W David

Our Founder Jeremy W. David, ChFC®, CLTC®

Jeremy is a financial planning professional with over a decade of industry experience, who finds great fulfillment in helping people get the most out of their lives. By cultivating deeply personal relationships with his clients, Jeremy works diligently to understand and anticipate their needs and customize comprehensive financial planning strategies for pursuing their goals.

In addition, as team leader of Noble Wealth, Jeremy establishes and monitors the group's goals, ensures and promotes continuity, and fosters business development.

Jeremy is deeply committed to giving back to his community. Together with his wife, Kimberly, he has lent his support to such notable and worthy institutions and organizations as Shriners Children's Hospital, The Arthritis Foundations, Purple Playas Foundation, Bob Sierra YMCA in Tampa, Specially Fit, and Fraternal Order of Police Tampa, the Hillsborough Masonic Lodge No. 25 and Shriners International.

Jeremy lives in Wesley Chapel with his wife, Kimberly, and their two children. Jeremy is passionate about serving his community, spending time with his family & friends, fishing, camping and working out.

George Raffa headshot

Advisory Board George Raffa

A member of Noble Wealth Planning’s (NWP) advisory board, George brings more than 40 years of investing and financial services industry experience to the firm.

As an advisory board member, he shares his accumulated knowledge along with insights into the challenges of Baby Boomers to enhance NWP’s continued growth, high-level service, and focus on client education.

Previously, George held a 28-year tenure at Raymond James Financial as a senior vice president and national sales manager for the firm’s asset management division. As a member of the Raymond James and Associates executive committee and voting member of the Raymond James Asset Management Services investment committee, George contributed to the growth of the firm’s asset management division and enhanced its leadership in the industry.

George earned his Certified Investment Management Analyst® (CIMA®) designation from The Wharton School of The University of Pennsylvania, is a registered options principal, and holds his general securities licenses, among others. He graduated from Florida State University with a bachelor’s degree in business.

An active Floridian, George is an avid marathon swimmer and holds both his captain’s and pilot’s licenses. George and his wife, Rene, have five children and eight grandchildren.

Our Mission

Our mission is to help our clients achieve their personal, professional, and financial goals by having the necessary resources, plan, and mindset to achieve multi-generational wealth. Being connected and building relationships serve as the cornerstones of the truly personal experience we bring to our clients.

We Aren't Your Traditional Financial Planner OUR CORE BELIEFS:

Noble Wealth

Don’t build your savings without building your life.

You don’t want to climb a ladder your whole life to realize it was leaning the wrong way. Get clear on your values so you know where you want your money to take you.

Noble Wealth

Experiences more things.

Your favorite stories come from experiences, not the things you buy. Don't let the consumerism culture dictate how you spend money.

Noble Wealth

More money doesn’t equal more happiness.

True wealth is the ability to spend your time in a way that is aligned with your core values. More money can't replace your kid's missed soccer games.

Noble Wealth

The concept of retirement is obsolete.

Don't defer your life until "retirement". Work part-time. Take a year off. Start a business. Travel the world. Who cares? Never live your life wondering "what if"?

Noble Wealth

Build optionality into your financial plan.

Nobody can predict where you will be in 30 years. Live in the moment and plan for optionality in the future.

Noble Wealth

The most important financial decisions occur in your 30s and 40s.

Life transitions = money transitions. It's better to prevent financial mistakes than to fix them in 20 years.

Giving Back & Supporting Our Community

We're proud to be part of our area's rich history, heritage, and resources – an idyllic place where we've laid down roots, built our careers, and raised our families. Supporting our community and giving back are integral parts of who we are, so we choose to participate in many charitable organizations throughout our community. Here are some of the organizations we've served, both past and present.

Let's Talk!

We invite you to stop worrying about your money and start investing in your financial future. Let's talk about how we can help alleviate your financial concerns and guide your journey to financial freedom.