About DB Financial PartnersA full-service financial advisory firm with Valley roots dating back to 1987
DB Financial Partners is a full-service financial advisory firm with Valley roots dating back to 1987. For individuals, we are able to provide tax preparation and planning, investment management, estate planning, charitable gift planning, lending, asset protection, insurance and much more under one roof. For business owners, we can provide bookkeeping, auditing, treasury management, employer sponsored qualified retirement plans (even if you don’t have employees), and the list goes on. If you have a financial services related need that we don’t handle in-house, we have a network of trusted professionals that we work with. We’ll be happy to provide you with a referral.
Clients want to know that any firm they work with is financially strong and stable. That’s why we’ve partnered with Pershing, a division of Bank of New York Mellon, to custody client assets that are managed by our firm. Pershing is a 75-year-old institution with $1.7 trillion dollars in client assets. Additionally, our broker-dealer, Cambridge Investment Research handles business processing and provides independent compliance oversight of our operations.
The firm is managed by David Dobrusin, CPA, CFP® and Jeffrey Burg, CRPS®, CRPC®.
David J. Dobrusin, CPA, CFP®
Prior to founding the company David spent time with the investment firms of RBC Wealth Management and American Express Financial Advisors. In addition he spent many years with the public accounting firm of Rothstein Kass & Co. which was acquired by KPMG in 2014. As a Certified Public Accountant David brings a practical combination of financial management and tax planning. His years of experience in financial services and public accounting afford clients the financial coordination to maximize asset objectives and minimize tax liability under one umbrella.
David attended the University of Southern California in Los Angeles. He graduated with a degree in Business Administration with an emphasis in Finance from the Marshall School of Business as well as a second degree in Accounting from the Leventhal School of Accounting.
David dedicates a large amount of time giving back to his community. He has served as a board member and treasurer of the Children in Need Foundation and is a member of the Phoenix Suns Charities. Both charitable organizations are dedicated to raising money for underprivileged children in the state of Arizona. David also serves as the treasurer and board member for the Sun Valley Lodge, a not-for-profit retirement community with its mission to provide affordable, quality living choices for seniors. In addition he is an active member of the American Institute of Certified Public Accountants (AICPA), as well as the Arizona Society of Certified Public Accountants.
When David is not serving his clients or giving back to his community he enjoys spending time with his wife, Mara and sons, Benjamin and Matthew. He is an avid sports fan, enjoys athletics of all kinds, and has a strong interest in music and art.
Jeffrey Burg, CRPS®, CRPC®
Jeff is a Partner at DB Financial Partners focusing on a variety of practice areas including individual retirement planning, investment management, cash-flow planning and employer sponsored retirement plans. Jeff attended Arizona State University and holds a Chartered Retirement Plans Specialist and a Chartered Retirement Planning Counselor designation from the College for Financial Planning. Additionally, Jeff serves as an approved continuing education instructor where he teaches financial advisors, insurance agents and accountants about retirement income strategies.
Jeff has over 20 years of financial services industry experience. Most recently, he spent ten years as a Divisional Vice President with AIG. Prior to AIG, he served as a Vice President at both Transamerica and Wachovia Bank. In addition to his responsibilities at DB Financial Partners, Jeff serves as the Chairman of the Public Safety Personnel Retirement System Local Board for the City of Scottsdale. This board oversees the disability and retirement plan system for the City’s first responders. The Phoenix Business Journal recently named Jeff to their 2017 class of 40 under 40 outstanding business leaders.
Outside of the office, Jeff is deeply involved in the community. Jeff is a past-president of the Phoenix 20-30 Club, where he received the Goldwater Distinguished Leader Award and the Lifetime Achievement Award. He currently serves as the President of the Aspiring Youth Academy, a non-profit dedicated to teaching Arizona youth about entrepreneurship and leadership. He also serves on the board of directors of the Children in Need Foundation and Arizona State University’s Sun Devil Club.
Jeff is married to his wife Morgan and they reside in Scottsdale. In his free time Jeff and Morgan enjoy traveling to new places and SCUBA diving. Jeff is a certified Divemaster and Morgan is a certified Rescue Diver.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors., Inc., a Registered Investment Advisor. Cambridge and DB Financial Partners are not affiliated. Investment products and services available only to residents of states in which their advisor is licensed. Cambridge does not provide tax or legal advice. Tax and accounting services are offered through David J. Dobrusin, CPA, PLLC. David Dobrusin is securities licensed in AZ, CA, IL, NM, NY, and OR. Jeffrey Burg is securities licensed in AZ, CA, CO and IL.