Dave Forbes, Founder & Partner

Dave currently serves as Chairman of Petra Financial Advisors and remains involved in a variety of strategic roles.

Dave’s post-college life and career began in 1971, giving him fifty fascinating years to look back on. His work life began as a professional hockey player. What a thrill it was to play in the National Hockey League and realize the fulfillment of a lifelong dream. Playing with and against some of the best players ever to play the game was not only a thrill but was also something he never expected to happen.

Another unexpected outcome was having the opportunity to learn valuable life lessons as a member of some of the great Boston Bruin teams of the 1970’s. Observing how exceptionally skilled players approached the game, faced the challenges, and what they knew needed to be true of winning teams, helped shape Dave’s thinking for all the years to come.

Extraordinary teams have certain characteristics, even essentials. Dave is grateful to have learned and lived these out alongside great hockey players and then to apply them to the exceptional teams he led in his years as President of a thriving RIA firm. Dave is also privileged to have had one of the pioneers of the financial planning profession, Ben Coombs, as his mentor and later business partner. Ben was CFP #5. Dave is CFP #136.

Dave is a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®). Dave is passionate about the power of financial planning and its vital role in guiding wealth decisions for families toward the achievement of desired outcomes. The importance of preparation and attention to detail that Dave learned as a hockey player and coach also have application to wealth accumulation, distribution and inter-generational transfer that families desire to be successful.

Dave’s hockey career and subsequent career in financial planning and investment management have exceeded his expectations. Dave knows that big dreams can and do happen. Dave looks forward to the years ahead and any opportunity to help others apply these proven principles and achieve desired outcomes that are exceeding abundantly beyond all they ask or think.

Dave has been married to his dear wife for thirty-nine years. They have four adult children and six grandchildren.

Canaanside Wealth Partners Financial Advisors Colorado Springs Dave Forbes