David is a financial planner in Jacksonville Beach and part of a larger practice group with offices in Florida and Georgia. His primary work involves the assembly, implementation, and ongoing management of financial plans for professionals and small business owner clients across the county.
David brings to his personal practice over 27 years of diverse financial services experience including time in retail banking, insurance, and investment advising. He completed the Zahn review course in July 2015 and earned his CFP® designation in August of that year.
In addition to earning the CERTIFIED FINANCIAL PLANNERTM practitioner certification, he has also held the Chartered Retirement Planning Counselor® designation since 2012, is FINRA Series 7 and 66 securities registered, and holds Life and Annuity insurance licenses in multiple states.
As the son of two military parents, David traveled the U.S. extensively while growing up and still loves to explore in his free time. He also developed a love of hockey living in Alaska and Michigan as a child, and while attending college in upstate New York. He can be found most weekends playing in local adult hockey leagues and spending time with his family.