
DAVID BAINS
David Bains, CPWA®, CIMA®, CEPA®
First Vice President – Investment Officer, Senior Financial Advisor
I have nearly two decades of experience in the financial services industry and hold the Certified Private Wealth Advisor®, Certified Investment Management Advisor and the Certified Exit Planning Advisor® advanced designations to help me provide my clients with expert advice and personalized solutions. I collaborate closely with my clients and their extended families to navigate the complexities of planning. My goal is not only to provide you with financial solutions but to provide you an advisor who will help navigate your unique situations. By doing so it will provide you and your family with confidence regarding the road ahead.
My wife Cynthia and I live in Elk Grove, CA with our children, David, Amelia, Sophia and Cataleya along with our English Bulldog Walter. I believe the biggest gift a person can provide is time and support which is why I participate in several civic and community organizations as well as coaching and educating the youth through youth sports.
My Community Involvement
· Laguna Sunrise Rotary
· Cosumnes Oaks High School Junior Varsity Football Coach
· Cosumnes Service District Youth Soccer Coach
· Cosumnes Service District Youth NFL Flag Football Coach
· Next Level Sports Youth NFL Flag Football Coach
· Elk Grove Girls Softball Coach
* Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.
Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
PM-10292026-7888000.1.2
David Bains, CPWA®, CIMA®, CEPA®
First Vice President – Investment Officer, Senior Financial Advisor
I have nearly two decades of experience in the financial services industry and hold the Certified Private Wealth Advisor®, Certified Investment Management Advisor and the Certified Exit Planning Advisor® advanced designations to help me provide my clients with expert advice and personalized solutions. I collaborate closely with my clients and their extended families to navigate the complexities of planning. My goal is not only to provide you with financial solutions but to provide you an advisor who will help navigate your unique situations. By doing so it will provide you and your family with confidence regarding the road ahead.
My wife Cynthia and I live in Elk Grove, CA with our children, David, Amelia, Sophia and Cataleya along with our English Bulldog Walter. I believe the biggest gift a person can provide is time and support which is why I participate in several civic and community organizations as well as coaching and educating the youth through youth sports.
My Community Involvement
· Laguna Sunrise Rotary
· Cosumnes Oaks High School Junior Varsity Football Coach
· Cosumnes Service District Youth Soccer Coach
· Cosumnes Service District Youth NFL Flag Football Coach
· Next Level Sports Youth NFL Flag Football Coach
· Elk Grove Girls Softball Coach
* Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.
Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
PM-10292026-7888000.1.2
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- Website:
https://home.wellsfargoadvisors.com/David.Bains - Phone: +19164903286
- City: Sacramento
- State: California
- Postal Code: 95831
- Country: United States
- Designations: CPWA®, CIMA®, CEPA®
- Markets Served: Nationwide
- Company Name: Wells Fargo
DAVID BAINS

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
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2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

CEPA: 2024 JUL | Online

CEPA: 2024 JUN | Online

CEPA: 2024 MAR | Online

CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
