About My Practice
Investment Planning Advisors is a independent full-service financial firm that is committed to helping individuals pursue their financial goals. We take a holistic approach in working with our clients by looking at all of the major aspects of their financial life. We believe that the money is "The means, not the goal." While money can assist in the achievement of these goals, often there are different ways to achieve these goals which may have little to do with personal finance, which are instead related to astute lifestyle choices.
Investment Planning Advisors - Philopsphy
Endorsed Local Provider (ELP) for the Dave Ramsey Show since 2005.
Our Connection to the Dave Ramsey Show
David has over 20 years of professional experience in the Financial Services Industry. In 2000, he expanded his expertise by attaining the credentials as a CFP practictitoner. "My goal is to help families and business owners solve their financial problems and establish a plan to build wealth and realize their dreams". With a speciality in Wealth Management and Risk Management, David will help you achieve a sound financial future through the proper use of financial products, insurance and investment advise. Being an independent financial planner allows David to provide comprehensive, unbiased solutions for his clients.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63, 65
Life insurance: GA & FL, Health/disability insurance: GA & FL, Property/casualty: GA & FL
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Cambridge Investment Research, Inc.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, a registered investment advisor. Investment Planning Advisors and Cambridge are not affiliated.
Considerations: Our mission is to partner with you, on your lifelong financial journey, provide you with honest and objective advice. We will educate, guide and serve you as you strive for financial success and peace of mind.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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