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Reaching your financial goals is likely one of your top priorities. To effectively reach your goals requires not only being clear about what you want to achieve, it requires making important decisions about how to get there. As an Investment Advisor Representative, I help clients clarify and take action to reach their financial goals. In order to be clear about your goals and how to achieve them, it is often appropriate to do planning. As such I offer financial planning services which will allow you to make better decisions for yourself and your loved ones. Additionally, the primary component of my business is providing you with solutions and guidance on how to reach your goals through investing or utilizing insurance products. I make strong efforts to provide you with solutions that will effectively deliver a meaningful outcome. RDAFN Investment Advisors have a Fiduciary responsibility to our clients at all times. We are paid an asset based fee, so our interests are aligned with our clients. We take time to understand financial situations no matter the complexity, and draw on decades of experience to provide personalized advice. Further, we network with experts in numerous disciplines enabling us to offer custom solutions that make sense today, and regularly reassess whether arrangements are geared to stand the test of time. It is an honor and privilege to be selected for such an important role as your financial advisor. It is a responsibility that we view is the result of the most important financial decision a client may make, a responsibility that we accept willingly, and to which we dedicate our careers to carry out properly.
Investment Advisor Representative
2010 – Present
2010 – 2016
2008 – 2010
2006 – 2008
Bachelor of Arts
Certified Financial Planner – (CFP®) is a professional designation and a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards, Inc. (CFP Board). A CFP® candidate must meet several requirements:
Once the CFP ® designation has been earned each Certificant is required to adhere to the CFP Board Code of Ethics and Professional Responsibility and to the Financial Planning Practice Standards. The CFP Board has the right to enforce them through its Disciplinary Rules and Procedures. To maintain certification, each Certificant is also required to complete ongoing continuing education requirements and pay an ongoing licensing fee.
Chartered Retirement Planning Counselor (CRPC) is a professional designation awarded by the College for Financial Planning to individuals who complete a study program and pass a final multiple-choice examination. The CRPC program is developed with a focus on client-centered problem solving. Applications gain in-depth knowledge of individuals’ needs both before and after retirement. The study program to become a CRPC covers the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, estate planning and more.
Series 7, 66
Life and Health Insurance
David has no disciplinary information history to disclose.