DAVID BAHNSEN
FOUNDER/OWNER/CIO
THE BAHNSEN GROUP
WHY: Built Newport Beach firm to $8B AUM, from $600M in 2015, and 85 employees across 10 offices. Often on national lists as best top financial adviser and can often be seen on CNBC, Fox News and other national outlets.
IN THE NEWS: Bahnsen, who advises wealthiest in Orange County, New York City, promoted new president and CFO at firm in June. Reported that in the last three years, firm has organically added over $4B of new AUM.
NOTABLE: Author of several best-selling books including “Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It” (2018), “The Case for Dividend Growth: Investing in a Post-Crisis World” (2019) and “There’s No Free Lunch: 250 Economic Truths” (2021). Newest book released in 2024, “Full-Time: Work and the Meaning of Life.” Contributor to National Review, founding trustee for Pacifica Christian High School of Orange County and serves on the Board of Directors for the Acton Institute.
QUOTABLE: “The business tax side, especially because of the high R&D culture of Orange County’s business community and the heavy volume of professional services pass-through entities, has provided a lift that many OC investors are excited to see.” — on “the Big Beautiful Bill”
