David McMillan CFP®, RFC® is co-founder of Caledonia Wealth Management, Ltd a Wealth Management Firm serving high net worth families and individuals, based in Boulder Colorado. David’s financial expertise is largely focused on sustainable investment practices and investment solutions and follows a philosophy of achieving growth while reducing downside risk through tactical portfolio design. His areas of expertise extend to alternative investments, separate account management and international opportunities. A UK citizen, David brings international experience to wealth management services and investment opportunities, and serves as a member of the European Focus group for the National Financial Planning Association that specializes in educating financial advisers in cross border planning issues. Having begun his career and education in Environmental Science at St. Andrews University, Scotland, David has a passion for sustainable investing and seeing clients fulfill their values through environmental, social and governance investment practices. David is involved in a number of charitable causes and is a member of the Colorado Philanthropic Advisors Network. He shares a passion for endurance sports and is a competitive marathon runner and Ironman triathlete.