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Dave Polstra, CPA, CFP®, CIMA®

Co-Founder | Wealth Advisor Emeritus
Dave's more than 30 years of experience working with executives, widows and charitable organizations brings wisdom and insight that is unprecedented in the wealth management field.


Dave is the Co-Founder of CI Brightworth, now retired and enjoying the fruits of his labors. Dave is still available to meet with new prospective clients of the firm to discuss our services.  Before his retirement in 2023, Dave was a personal Wealth Advisor to high-net-worth families for over 42 years, providing comprehensive financial and investment advice, specializing in retirement transition planning, executive compensation, estate planning, and charitable planning. 

Dave completed the Investment Management Consultants Association's Investment Management Analyst program at the Wharton School of Business at the University of Pennsylvania and held the Certified Investment Management AnalystSM (CIMA) certificate.  He was also a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ practitioner, and a member of the fee-only National Association of Personal Financial Advisors (NAPFA) and the Georgia Society of Certified Public Accountants. He earned his Bachelor of Business Administration in accounting from the University of Texas at Austin, graduating Cum Laude.

Dave has served on the advisory board of the Journal of Retirement Planning and has taught corporate retirement planning workshops for some of America's largest corporations. Dave received the 2004 HONORS Award for lifetime achievement and contribution to the financial planning industry from the Financial Planning Association of Georgia. Dave currently serves on the board of Eagle Ranch Children's Home. He is also a past member of United Way's Alexis de Tocqueville Society and Ivan Allen Circle. He is past president of the Atlanta Estate Planning Council and the past board chairman of Medical Missions Ministries (MMM), an organization that provides free medical care to the poor living in rural Guatemala. In 2011, Dave received the Global Community Impact Award from Invest in Others Charitable Foundation for his work with MMM. In 2020, he received the Greater Good Award from the Georgia Planned Giving Council, an annual recognition of an outstanding member of the Georgia Philanthropic Community.

Dave has been quoted in numerous publications, including Atlanta Journal-Constitution, CBS MarketWatch, Financial Planning, Forbes, Fortune, Investment Advisor, Money Magazine, and The Wall Street Journal

Dave and his wife, Betsy, have three married adult children and seven grandchildren and are active members of Perimeter Church in Johns Creek. His hobbies include walking, waterskiing, and woodworking.

If you would like to contact Dave, please reach out to Kim Kreiner, Executive Assistant, at