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.
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.
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.
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