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David Feldstein is the Chief Executive Officer of Veranovia, a planning-first OSJ and advisor platform built to empower independent financial professionals through strategic support, integrated technology, and a strong compliance framework. He also serves as the Chief Operating Officer of Vita Financial, one of Veranovia’s founding affiliate firms. With over 20 years of experience in financial services and a background in social services and conflict resolution, David brings a unique mix of operational expertise and people-first leadership to every aspect of the platform.
At Veranovia, David leads with a clear mission: to help advisors scale their businesses without sacrificing independence or identity. As both a platform executive and an affiliate operator, he understands the day-to-day challenges firms face and is dedicated to providing the systems, structure, and hands-on support that make growth sustainable. His focus areas include advisor transitions, CRM automation, compliance systems, planning workflows, and practice management coaching. David is passionate about building a connected community of like-minded firms. Every tool, process, and resource at Veranovia is designed with the affiliate in mind, creating a foundation where firms can thrive on their own terms while benefiting from shared strength and strategic alignment.
