Education & Insights

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. 

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As passionate communicators and educators, we offer a variety of programs for our clients and community.

Curated Providers

Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

Institutional Services

The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

Retirement Plan for Businesses

Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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Chicago - Magnificent Mile

David Venegas

Regional Vice President

980 N Michigan Ave, Suite 1780
Chicago, IL 60611

David Venegas

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

David Venegas

About David

David Venegas is a Senior Vice President of Client Development at Focus Partners Wealth and brings over 32 years of invaluable experience in the financial industry, spanning retail, trading, and institutional sectors. Highlighted with 13 years dedicated to Charles Schwab, David honed his expertise in client education and fostering collaborative relationships to meet clients’ diverse needs effectively.

Throughout his career, David has been passionate about empowering clients with the knowledge and tools necessary to navigate the complexities of wealth management. His client-centric approach prioritizes collaboration, with the goal of ensuring that each individual’s unique goals and aspirations are carefully considered in crafting tailored solutions.

Beyond his professional endeavors, David finds joy in various activities outside of work. An avid hockey player, he thrives on the camaraderie and competitive spirit of the game. He also finds rejuvenation in traveling, exploring new cultures and experiences around the globe. Committed to maintaining a healthy lifestyle, David frequents the gym, where he finds both physical and mental well-being. Above all, he treasures quality time spent with family, cherishing every moment shared with loved ones.

David’s multifaceted background, coupled with his dedication to client-centric service and personal interests, makes him a well-rounded and trusted advisor in the financial industry.

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