Meet David R. - Head of Growth at Shift Financial Planning

·Dec 15, 2025 08:19 PM·

👋 I'm David R. Head of Growth and Tech at Shift Financial Planning 📍 I live in Delray Beach, FL with my wife, and my 2 boys. Connect with me on LinkedIn For fun: I love golf, boating and NASCAR...yes NASCAR. ✈️ I live in Paradise, so when I travel, it's to learn something new...

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1 comment

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Gaurav
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Hi David, nice to meet you 👋 Head of Growth + Tech is a great combo — would love to learn more about what you’re building at Shift Financial Planning. If you ever need help with GTM systems, data, or automation as you scale, happy to connect and swap notes. Best regards, Sourabh Asawa CEO and GTM Expert | Panoptic Analytics (https://www.linkedin.com/in/sourabh85/)

Gaurav
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Hi David, nice to meet you 👋 Head of Growth + Tech is a great combo — would love to learn more about what you’re building at Shift Financial Planning. If you ever need help with GTM systems, data, or automation as you scale, happy to connect and swap notes. Best regards, Sourabh Asawa CEO and GTM Expert | Panoptic Analytics (https://www.linkedin.com/in/sourabh85/)