David Wallace is a California native now living in Arizona with his wife and kids. With more than two decades of experience as a CFO and executive leader in the mortgage industry, he has guided multiple lending organizations through growth, capital planning, and complex financial operations. In addition to his advisory work, David serves as a finance professor at Grand Canyon University, where he's committed to helping the next generation build strong financial literacy and practical skills. His clients value his steady judgment, deep industry insight, and ability to make complex financial decisions clear and approachable.
Topics
Appearances (1)
2026-01-21
David Wallace Discusses Mortgage Banking and Business Lending StrategiesIn the Phoenix Business Brief podcast episode, David Wallace, co-founder of StrivePoint Advisors, discusses his extensive background in mortgage banking and business lending strategies. With experience dating back to 1993, Wallace emphasizes the advantages of operating as a mortgage broker, including flexibility in loan options and reduced pressure compared to traditional mortgage banking. He also highlights his commitment to ethical practices and helping small businesses secure financing.
Notable quotes
“I started to have a lot more fun, you know, selling and being on the front lines.”
“The pressure relief is a lot higher on the broker side than it is on the banking side.”
“Don't wait for rates to go down to 3%. In my opinion, rates should never have been at 3%.”
“If you're gonna wait around for rates to go down to 4%, it might never happen.”
“I don't think there's any shortage in businesses starting up. There's opportunities abound.”
“I'm just a straight shooter. I'm gonna give you exactly what it is.”
