The most important thing is to define your goals

Relevant Reading

David Bullock, CPA/PFS has almost 25 years experience in financial related services. He is at the forefront of this quickly changing economy, has relationships with "best of breed" investment solutions and works closely with clients to meet and exceed expectations. He also believes in keeping services affordable for clients so that fees do not impede the progress of clients' investments and financial plan.

David is proud that so many of his clients have repeatedly turned to him for guidance and assistance with their financial futures, and he works hard to earn their loyalty every day.

About Us


What Really Matters

Would you like a worry free future?

Wouldn't we all? Finally, you can have the future you want without the worry of what tomorrow is going to hold for you financially. Bullock Capital Alliance, Inc. is dedicated to helping you achieve all of your future hopes and dreams with ease and comfort.

Bullock Capital Alliance, Inc. is a fee-only investment advisory firm established by David W. Bullock, CPA/PFS. As a recognized financial planning specialist by the AICPA, he helps clients with their unique needs related to their financial plan and investments. No future is too big or too small. The goal is to simply help create a positive future for all of our clients. 

The team at Bullock Capital Alliance understands that financial planning for your future is scary and uncertain, especially in today's economy. But, rest assured that in our hands we've helped clients with all types of backgrounds successfully and happily retire with their financial hopes and dreams met and, often exceeded. We want to help make that dream become a reality for you and your family too.

I'm dedicated to being happy in my retirement.

Retiring comfortably to me includes the ability to travel. A lot.


You can easily decide if your future includes traveling all across the world, or if it's just simply retiring somewhere where the weather is perfect all year round. But, having those goals in mind now can help you achieve the financial security you'll need when it's time.