David L. Fadel,  CFP<sup>&reg;</sup> - Financial Advisor

David L. Fadel, CFP®

MBA,

Summit Financial Strategies, Inc.

100 Corporate Pkwy, Ste 314
Amherst, NY 14226-1200
(716) 636-0169

General

David Fadel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Summit Financial Strategies, Inc. in Amherst, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance: FL
  • Health/disability insurance: same
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care

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