David York is the Director of Financial & Tax Planning at Index Fund Advisors, Inc. With more than six years of experience in the tax and financial services industry, David is a Certified Financial Accountant (CPA) and a Certified Financial Planner (CFP®). Expertise includes providing strategic tax planning, preparing returns and crafting personalized financial plans tailored to the unique needs of individuals and families.

David works closely with advisory clients and their advisors to develop comprehensive financial plans and tax strategies focused on achieving financial independence. David believes in the power of financial education and empowerment in connection with a holistic financial plan.

David earned his undergraduate degree in Business Administration with an emphasis in accounting, along with a Master of Science in Accounting from the Raymond J. Harbert College of Business at Auburn University. In his free time, he enjoys cycling & playing soccer, cheering on Auburn sports, and board games. He is an avid traveler having visited all seven continents.

*CFP^® (Certified Financial Planner) is a designation received upon passing the course work and exam administered by the Certified Financial Planner Board of Standards, Inc. (CFP Board).