David Neal

A tenured and credentialed financial advisor dedicated to helping clients develop and execute their financial plans, David specializes in retirement income planning and investment risk management for individuals, families and business owners. He enjoys helping his clients find solutions to their financial concerns and acts as a resource they can rely on throughout every phase of life.

David holds his B.S. in General Economics. David earned the Chartered Retirement Planning Counselor®, and Chartered Retirement Plans Specialist® designations. Both of these professional designations are offered through the College for Financial Planning and cover both theory and practical application. Designees adhere to national standards of professional conduct and to the terms set forth by the college. David uses these certifications to serve his clients more fully and provide them with a personalized, independent approach. He also holds his Series 7 and 63 securities licenses through LPL Financial, the Series 65 through Coburn Financial and his Life and Health insurance licenses.

Outside of the office, David enjoys spending time with his wife, Jen, and his son, Cameron.