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As independent advisors, we offer a wide variety of financial products and services. However, the most important “product” we offer is service to our clients. It is the service we provide that helps our clients decide which financial products fit their unique financial situation. It is service that compels us to get to know our clients well, so we can make sure their investment program fits their financial situation. It is service that prompts us to schedule annual meetings with our clients so we may rethink past decisions to ensure we are on target to help achieve financial goals. It is service when we phone our clients to introduce an idea that may be of benefit. It is service that demands we enroll in continuing education to keep abreast of the ever-changing marketplace. And it is service — high-quality, responsive service — that helps us earn the trust and support of our clients. We realize our clients have many sources available for their business. It is with first-class service that we separate ourselves from the others. 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
February 2012 – Present
July 2010 – February 2012
September 2006 – June 2010
Bachelor of Arts, Accounting
Certified Public Accountant (CPA) An individual who has passed the uniform CPA examination administered by the American Institute Of Certified Public Accountants, and who has received state certification to practice accounting. To achieve this designation, an individual usually has to complete 5 years of education, and a certain degree of work experience. Additionally, once an individual becomes a CPA, they typically must complete a certain number of hours of continuing education each year
Series 7, 66
Life, Variable Life, and Annuity Insurance License
David has no disciplinary information history to disclose.