Specializing In:
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- Tax Planning & Compliance
- Wealth Management
- Strategic Growth for Privately Held Businesses and High-Net-Worth Individuals
REDW Financial Advisors & CPAsFinancial advising, accounting, tax, valuation, and wealth management
David A. Coates
CPA, PFS | Tax Principal
Education:
Bachelor of Arts in Business Administration with an emphasis in Accounting from Washington State University
Meet David
With more than three decades of experience in public accounting and wealth management, David advises clients on tax planning, compliance, and long-term financial strategies. Based in the Pacific Northwest, he primarily serves high-net-worth individuals, family groups, construction companies, and other privately held businesses in the region. David is known for his collaborative leadership, mentorship, and ability to build lasting relationships, bringing valuable insight and steady guidance to his clients and colleagues alike.
In the course of his career, David has held several leadership positions, including CEO and Managing Partner at Frost & Company, PLLC, where he directed firm operations and drove strategic growth. Most recently, he was a Tax Principal at a leading accounting and professional services firm specializing in real estate and complex tax planning.
Professional Qualifications and Memberships
David holds both a CPA (Certified Public Accountant) license and PFS (Personal Financial Specialist) credential. He is also a member of the Construction Finance Management Association (CFMA).
