Strava Financial

Strava Financial

Strava Financial was founded by David Bryant, who launched the practice after two decades of investment experience spanning institutional equities and commercial real estate. Bryant started his career on the NYSE floor in the early 2000s, where he worked closely with hedge funds and large institutional investors before relocating to California to work in development and multi-family underwriting. He later joined Manchester Financial and earned his CFP designation, building the advisory around financial planning and fundamental discipline for families and small business owners. The firm describes its approach as grounded in financial planning and fundamental analysis, drawing on Bryant's dual background in public equities and private real estate. Asset classes include equities, real estate, and broader planning services for individuals and small businesses, with a geographic footprint concentrated in Southern California. The practice operates as a planning-centric advisory rather than a direct investment manager, offering account support, transfers, and client communication through a small team. Strava Financial runs with a three-person team out of Westlake Village, California. Bryant serves as president and founder, supported by office coordinator Sarah Pettersen — who assists with client operations and serves as an ambassador for Wings for Life — and editor Monica Ackerman, who handles billing, accounting, and video editing for the practice. The firm maintains no additional offices and has not disclosed assets under management. Structurally, the firm's footprint is modest but hands-on — a direct relationship model with no institutional fundraising, no adjacent investment vehicles, and no disclosed succession structure. Bryant's transition from NYSE institutional flow to a CFP-grounded boutique marks the central operational shift in the firm's design, pairing market-structure understanding with a localized, relationship-based planning model uncommon among peers who often lack floor-trading experience.