David C. Neff, CFP^®

David is a CERTIFIED FINANCIAL PLANNER practitioner, CHARTERED RETIREMENT PLAN SPECIALIST, Accredited Investment Fiduciary, Registered Securities Principal and Registered Municipal Principal. He is an Investment Advisor Representative, providing financial planning, investment advice and brokerage services through Cetera Advisor Networks, a full service Broker/Dealer, member FINRA/SIPC. He is also a licensed Life, Long-Term Care and Disability Insurance Agent. David entered the financial services industry in 1996 and built a clientele comprised mainly of professionals and small business owners. In his practice, emphasis is placed on providing the education and information clients need to make intelligent investment decisions. He works closely with each individual, helping clients work towards their financial goals. David has built a solid reputation by providing quality service and always putting his client's interest first. David adheres to a Code of Ethics of seven principals, which are: Integrity, Objectivity, Competence, Fairness, Confidentiality, Professionalism and Diligence. His services extend beyond investments into retirement, life insurance, long term care, estate planning and college planning. He is a member of the Financial Planning Association and the Financial Services Institute. He continues to further his education through classes and seminars to increase the value he brings to his clients. David offers both fee-based and commission based financial planning, which ever is best for the client. As a Christian, David believes he should serve his clients as though he is serving the Lord.

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care