David Zarling is a newly minted CMT Charterholder. He is Partner and Head of Investment Strategy & Research at Client First Tax and Wealth Advisors out of Wisconsin. David and I have gotten to know each other over the years and I really appreciate all of the things he is doing. In this podcast episode, David walks us through his process and how it has evolved throughout his career. He uses Technical Analysis to help manage money for clients and most importantly manage risk. I’ve seen a lot of him lately. He attended Chart Summit in Breckenridge, CO in February and then the CMT Symposium in New York in April. He talks about why he goes out of his way to get around like minded individuals to talk about the markets and find people to challenge his thinking. I also really liked the part about the analogies he uses when talking to clients about Technical Analysis and his process. I thought this discussion was a real value add.
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