David J. Blount,  CFP<sup>&reg;</sup> - Financial Advisor

David J. Blount, CFP®

Investment & Insurance Planning Services, LLC

992 Palmetto St.
Oviedo, FL 32765
FINANCIAL ADVISOR'S WEBSITE
(407) 719-0940

General

David Blount is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Investment & Insurance Planning Services, LLC in Oviedo, FL and the surrounding communities.

Financial Advisor Overview

We help people find clarity in their financial lives so they can feel more confident and free to do the things they’re passionate about. We believe you should enjoy your wealth and time by doing the things that inspire you. We’ll strive to help you find financial strategies that allow you to pursue and protect what's most important to you. 

People who consult our practice typically include those who are nearing retirement, in a career transition or simply want to be more proactive with their time and investments. Our client commitment is to provide great service and advice that’s consistent with your individual financial goals. 


We utilize our skills in retirement, investment, estate and insurance planning to help you solve the financial complexities of making a life-change or adjusting to new circumstances. We see most of our clients at their home, place of business or a neutral location such as a coffee shop or restaurant. The initial consult is always free so that we may determine if your needs and our practice are well-matched. 

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Financial Advisor Experience


David J. Blount, CERTIFIED FINANCIAL PLANNER™ founded Investment & Insurance Planning Services, LLC in 2005. David earned one of the most respected financial planning designations, CFP® , in 2007, allowing him to provide a broad range of financial advice. Prior to founding his own company, he worked for Calton & Associates and The MONY Group. While companies and markets may fluctuate, David’s values are steadfast. He values providing straight-forward advice, integrity, professionalism, honesty, and responsive service. He believes that getting to know the person and building trust in an advisory relationship is the key to meeting client satisfaction.

David completed his undergraduate studies at Troy State University, where he graduated Summa Cum Laude with a Bachelors in Arts & Sciences. Prior to that he spent 9 years in the United States Coast Guard where he participated in the  aids to navigation, maritime law enforcement and search & rescue missions. He earned a number of military awards and recognitions during his time in the service. David has served as the guest financial expert on Orange Televisions Adult Lifestyle Magazine Show and currently serves as the Vice President for Seminole Health & Human Services Network and ELITE Networking groups. David also volunteers his time with the Hook Kids on Fishing programs and is active at Northland Church.  When not working, he enjoys fishing and spending time with his wife, Michelle, and their two children, Ryan and Alana.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Disclaimer

Registered Representative of The O.N. Equity Sales Company, Member FINRA/SIPC. One Financial Way, Cincinnati, OH 45242 (513)794-6794. Investment Advisory Services offered through O.N. Investment Management Company.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Government & Military, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Men's Finances, Special Needs, Women's Finances

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Helpful Financial Planning Resources