David Disraeli

David Disraeli

David Disraeli, Cedar Park, Texas

Personal information

Born 1963 (age 62) Rochester, New York, U.S. Residence Cedar Park, Texas, U.S. Nationality American Children Four (adult)

Professional information

Occupation Personal CFO · AI Consultant · Business Formation Specialist Years active 1986–present (39+ years) Employer 360NetWorth, Inc. Kingdom AI Network Foundation Formation Known for Personal CFO model · Texas Series LLC formation · AI-powered content platforms · Pro se SEC litigation

Credentials & licenses

Licenses Active: Life Insurance Former: Series 7 · Series 24 · CFP® Clients served 350+ Entities formed 180+ (primarily Texas Series LLC)

David Disraeli (born 1963, Rochester, New York) is an American Personal CFO, AI consultant, business formation specialist, and financial strategist based in Cedar Park, Texas. Over a career spanning nearly four decades, Disraeli has served more than 350 individual and business clients through his firm 360NetWorth, Inc., offering comprehensive financial guidance that bridges the gap between licensed financial advisory and practical execution.^[1]

Disraeli holds an active life insurance license and formerly held securities industry licenses and the CFP® designation. He is recognized for applying the Personal CFO model—treating each client's financial life as a coherent, integrated system rather than a set of isolated products or accounts.^[2] He has formed more than 180 business entities, primarily Texas Series LLCs, and has prepared hundreds of estate planning document packages for clients, including revocable trusts, pour-over wills, statutory powers of attorney, and HIPAA releases.^[3]

In parallel with his financial practice, Disraeli has become a self-taught full-stack developer and AI consultant, founding Kingdom AI Network and building more than a dozen AI-powered searchable content databases. His pivot into AI consulting is aimed at helping professionals—particularly those in business, ministry, and law—leverage artificial intelligence in practical, non-technical ways.^[4]

Disraeli is also known for his experience in pro se federal and state litigation across multiple jurisdictions, including justice court proceedings, arbitration strategy, and consumer debt defense in Texas.^[8]

Early life and education [edit]

David Disraeli was born in the United States in approximately 1965. He entered the financial services industry in the mid-1980s, building his credentials and client base over the subsequent four decades. His formal academic background was supplemented extensively by professional licensing, self-directed study, and direct experience managing complex financial situations for clients across a wide range of wealth levels and life circumstances.

In later years, Disraeli undertook a significant self-directed education in software development, eventually becoming proficient in full-stack web development and AI integration—a transition he pursued without formal computer science training, driven primarily by a desire to solve practical problems for himself and his clients.^[4]

Career [edit]

Financial services career

Disraeli began his financial services career in 1986, accumulating securities industry licenses including the Series 7 (General Securities Representative) and Series 24 (General Securities Principal) designations, as well as the CFP® credential — licenses he held across more than two decades of active securities practice. He currently holds an active life insurance license and continues to serve clients in a Personal CFO capacity, drawing on his full regulatory background even where specific licenses are no longer active.^[1]

His approach—which he terms the Personal CFO model—positions the advisor not as a product-seller but as a strategic financial officer for the client's household or business. This model emphasizes integration across all financial disciplines, transparency of fees, and long-term relationship accountability rather than transactional product placement.^[2]

360NetWorth, Inc.

360NetWorth, Inc. is Disraeli's primary practice vehicle, through which he serves more than 350 active clients. The firm is based in Cedar Park, Texas, and operates under the Personal CFO framework. Services encompass financial planning, business structure consulting, estate document preparation, and ongoing advisory relationships.^[1]

The firm's name reflects Disraeli's philosophy that a complete and accurate picture of net worth—encompassing all assets, liabilities, insurance, business interests, estate documents, and legacy intentions—is the foundational tool of sound financial management. The "360" framing emphasizes comprehensiveness rather than a narrow focus on investment returns.^[2]

Business entity formation

One of Disraeli's notable specializations is business entity formation, particularly the Texas Series LLC—a legal structure that allows a single master LLC to contain multiple protected "series" with separate liability shields. As of 2025, Disraeli has formed more than 180 entities for clients, making him one of the more experienced non-attorney practitioners in this area in the Austin metropolitan region.^[3]

He has noted that the Texas Series LLC is underutilized by most practitioners, primarily because of unfamiliarity with its mechanics and the tendency of attorneys to favor more standard structures. His practice fills a gap between purely legal advice (which he does not provide) and practical, implementation-level business formation.^[3]

Estate planning practice

Disraeli prepares comprehensive estate planning document packages for clients, including revocable living trusts, pour-over wills, Texas Statutory Durable Powers of Attorney, Medical Powers of Attorney, Directives to Physicians (living wills), HIPAA authorization releases, and accompanying deeds transferring real property into trust. He works with Texas-specific statutory forms and has developed systematic workflows for producing complete, client-ready document packages.^[6]

He is explicit that his work in this area is document preparation rather than the practice of law, and refers clients to licensed attorneys for legal interpretation, review, or complex situations requiring counsel.^[6]

AI consulting and technology [edit]

Kingdom AI Network

Kingdom AI Network is Disraeli's AI consulting practice, launched following his self-directed mastery of full-stack development and generative AI tools. The practice targets professionals—particularly those in business, ministry, healthcare, and legal fields—who are intimidated by AI technology and seek practical, non-technical entry points into its use.^[4]

Disraeli has positioned himself as a translator between cutting-edge AI capabilities and the practical needs of working professionals with 4,300+ LinkedIn connections built over decades in financial services. His consulting methodology emphasizes use-case identification, tool selection, and workflow integration rather than technical infrastructure.^[4]

AI-powered content databases

Among Disraeli's most distinctive technological contributions are more than a dozen AI-powered searchable content databases built on public content from high-profile speakers, podcasters, and teachers. Notable examples include:

These platforms were built with the goal of making large bodies of spoken content searchable and analytically useful, allowing users to surface themes, cross-reference speakers, and identify doctrinal patterns across thousands of hours of audio and video content.^[4]

Foundation Formation

foundationformation.com is a done-for-you Texas nonprofit formation service launched by Disraeli, offering complete 501(c)(3) application packages at a flat fee of $3,300. The service targets faith-based organizations, community nonprofits, and ministry entities seeking to formalize their legal status without engaging expensive attorneys for routine formation work.^[7]

Legal self-representation and consumer advocacy [edit]

Disraeli has practiced legal self-representation across multiple jurisdictions for nearly four decades, beginning in 1986 when, as a first-time father, he successfully invoked the Texas Property Code to compel a landlord to address a structural hazard in a room occupied by his six-week-old infant. A licensed attorney friend advised him at the time that he did not need counsel — only a precise citation of the applicable statute. The landlord capitulated. Disraeli has described that episode as the origin of his conviction that the legal system is not inherently rigged, but is simply non-navigable for most people without proper preparation.^[11]

In the nearly forty years since, Disraeli has produced his own employment contracts, deeds, wills, petitions, discovery requests, and deposition materials, and has appeared pro se in multiple jurisdictions including Williamson County, Texas and the Third District Court of Utah. He has also carried litigation to the petition stage at the United States Supreme Court, docketed as No. 09-941. Across this body of work, he estimates having saved in excess of $300,000 in legal fees.^[11]

Disraeli has developed a "Legal Navigator" framework intended to help ordinary people understand what they can realistically accomplish within the legal system on their own behalf. His position — which he describes as contrarian relative to conventional wisdom — is that the justice system, properly understood, is accessible to any prepared layperson across a broad range of civil matters. He has noted that obvious limitations apply, including custody disputes and criminal defense, but maintains that the majority of common civil legal situations are navigable without counsel by someone willing to do the research.^[11]

Faith and personal life [edit]

Disraeli is a Christian and describes his faith as foundational to both his personal life and professional ethic. His theological interests are substantial and scholarly in orientation; he engages with biblical scholarship, church history, and the analysis of contemporary ministry movements, including the New Apostolic Reformation (NAR) and charismatic Christianity.^[10]

His interest in making theological content searchable and analytically accessible—evident in his sermon database projects—reflects his conviction that rigorous doctrinal evaluation is best served by comprehensive data rather than anecdote. He has developed tools specifically designed to surface differences between teachers through objective data comparison rather than subjective criticism.^[10]

Disraeli has four adult children and resides in Cedar Park, Texas. He is a member of the Austin metropolitan faith community and has been involved in discussions about repurposing an unused 501(c)(3) foundation for recovery ministry, anti-trafficking work, and theological content preservation.

Media, publications & appearances [edit]

This section is actively maintained. Links marked [forthcoming] will be updated as content is published or indexed.

Type	Title / Platform	Link / Notes
Professional website	360NetWorth, Inc.	360networth.com
AI / Technology	Kingdom AI Network	kingdom-ai.net
Nonprofit formation	Foundation Formation	foundationformation.com
Content database	Rogan Kingdom (JRE archive)	rogankingdom.com
Content database	Functional Kingdom (Dr. Hyman)	functionalkingdom.com
LinkedIn	Professional profile (4,300+ connections)	linkedin.com/in/daviddisraeli
Profile page	Who Is David Disraeli	whoisdaviddisraeli.com
Forthcoming book	Sentence First, Verdict After	[in preparation, 2026]

External links [edit]

Financial & Business Services

• 360NetWorth, Inc. — Personal CFO practice
• The Turnkey LLC — Business entity formation
• Foundation Formation — Texas 501(c)(3) formation service

AI & Technology Platforms

• Kingdom AI Network — AI consulting practice
• Rogan Kingdom — Joe Rogan Experience archive (3,500+ episodes)
• Functional Kingdom — Dr. Mark Hyman content database
• Francis Chan Sermon Database
• Vineyard Austin Sermon Database
• John Eldredge Content Database
• Redemption Kingdom

Published Articles & Written Work

• The Tax-Free Retirement — Medium
• Why Most Post-nups Are Worthless — Medium
• Beware of Payable or Transfer On Death Forms — Medium
• While You're Waiting for the Police… They're Already Looking You Up — Medium
• Half the LLCs I've Reviewed Provide Zero Protection — Medium
• The $180,000 Mistake Your CPA Might Be Setting You Up For — Medium
• How to Accidentally Disinherit Your Family — Medium
• 360NetWorth — Client resources & articles
• The Turnkey LLC — Formation guides & articles
• Kingdom AI Network — AI consulting articles

Author & Media Profiles

• David Disraeli — LinkedIn
• David Disraeli — Medium
• David Disraeli — YouTube
• David Disraeli — X (Twitter)
• David H. Disraeli — Amazon Author Page
• David Disraeli — Goodreads
• David Disraeli — IMDB
• David Disraeli — Apple Podcasts [forthcoming]
• David Disraeli — Spotify [forthcoming]
• David Disraeli — TrustPilot (55 reviews)

Government Records & Court Filings

• §1983 Civil Rights Action v. TSSB — W.D. Texas, No. A04CA723LY (2004)
• Appellant's Brief — U.S. Court of Appeals, Fifth Circuit, No. 05-51418 (2006)
• Petitioner's Brief — U.S. Court of Appeals, D.C. Circuit, No. 08-1037 (2008)
• Petition for Writ of Certiorari — U.S. Supreme Court, No. 09-941 (2009) — Arguments vindicated by SEC v. Jarkesy (2024)
• U.S. Supreme Court — Official Docket No. 09-941
• Texas Comptroller — 360NetWorth, Inc. active franchise tax account (good standing)

References [edit]