25 Years of Helping People Retire with Confidence
David Brito has spent 25 years in financial services, working with individuals and families across Texas and California. He holds Life and Health Insurance licenses and previously held Series 7 and Series 65 licenses, with a background spanning retirement planning, wealth management, and work with 401k and 403b providers.
Over his career, he's worked with a wide range of clients, government employees, physicians, university faculty, and everyday families, all with one thing in common: they weren't sure if they had enough, or how to make it last.
Most people enter retirement relying almost entirely on Social Security. That's rarely enough. David helps clients find the gap, build a plan to fill it, and protect what they've already built.
Whether you're still working toward retirement or already there, the goal is the same: clarity on where you stand and confidence in what comes next.
A Little More About David
The “Income Co-Pilot” name is personal to David. Growing up, his father owned a small airplane, and some of his favorite childhood memories are sitting beside him as they flew together. Those experiences taught him the value of preparation, trust, and having someone experienced at your side. Today, that same idea inspires how David serves his clients, not by taking over the controls, but by helping guide them with confidence as they navigate retirement.
David lives in San Antonio with his wife and is the father of four adult children. He grew up in California and has called San Antonio home for over 8 years. When he's not working with clients, you'll find him on a bike or a tennis court.
Ready to get clarity on your retirement?
My Approach
Most people come to me uncertain, unsure if they have enough, unsure what to do next, and sometimes burned by advice that felt more like a sales pitch than a plan.
My job is to change that.
I start by listening. Before I recommend anything, I need to understand your full picture, your income, your accounts, your goals, and what keeps you up at night. From there, we build a plan that actually fits your life.
Simple ideas
Retirement doesn't have to be complicated. I cut through the noise and focus on what matters.
Lasting impact
The right plan today protects you and the people you love for years to come.
