David XI

David Xi, the founder of Bethel Wealth Guardians LLC, is a distinguished figure in the financial advisory realm, specializing in serving high-net-worth families. With two decades of experience at Summit Financial Resources, a leading financial planning firm, David established his own venture in 2020 to offer a broader spectrum of financial services. Through Bethel Wealth Guardians, David serves his current and future clients with a wide array of financial products and services. David focuses on protecting hard-earned assets and wealth by minimizing unnecessary wealth transfers, such as income and estate taxes, interest payments, and lost opportunity costs, such as college and major purchase expenses. As a recognized leader in his field, David is a Top of the Table tier member of Million Dollar Round Table, an independent association of some of the world's leading life insurance and financial services professionals and has been an advisor within a MassMutual firm for nine years. David holds a Master's degree in Political Science and Government and an MBA in Finance, Accounting, and International Business Management from the MIT Sloan School of Management. He resides in Chester, NJ.