David N. Bize, III CFP<sup>&reg;</sup> - Financial Advisor

David N. Bize, III CFP®

Financial Planner

David Bize

2525 NW Expressway, Suite 608
Oklahoma City, OK 73112
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David Bize is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at David Bize in Oklahoma City, OK and the surrounding communities.

Financial Advisor Overview

I'm an "independent" financial planner, i.e., I'm not limited to one company's products and services and I don't have production quotas. My only loyalty is to my clients. I'm associated with a firm of financial planners to better serve you. I follow the financial planning "process". We develop realistic goals, assess your current situation, and then develop a specific plan, not some generic plan or model portfolio, to get you where you want to be. The plan integrates retirement, investment, tax, insurance, (college planning if you have children or grandchildren), and estate planning because you can't plan one without affecting the others. The planning process consists of at least three meetings. The first meeting is a "get to know each other" meeting followed by data gathering. It's important to me that we are personally compatible in order to develop the trust and long-term relationship necessary to succeed. A written plan is presented at the second meeting and I prefer that you think about the plan for a week before making any decisions. At the third meeting, we complete any discussions on the plan and begin implementation. After implementation, we meet at least annually to review progress and make necessary adjustments.


Financial Advisor Experience

Bachelors Degree in Physics and Math from Rice University.

Retired Navy Captain.

Since 1980's had a passion for finances - avocation became vocation in 1999.

For more information on my office and services we offer, please check our website www.davidbize.com.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications


Insurance Licenses

  • Life insurance: OK, TX
  • Health/disability insurance: OK, TX
  • Fixed annuities: OK, TX
  • Variable annuities: OK, TX

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Insurance, Retirement, Personal Taxes


Helpful Financial Planning Resources