David S. Waters,  CFP<sup>&reg;</sup> - Financial Advisor

David S. Waters, CFP®

ChFC, RHU, CLU

400 Market St, Ste 360
Philadelphia, PA 19106
(215) 875-8666

General

David Waters is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Philadelphia, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 22, 24, 53, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - RHU,

Insurance Licenses

  • Life insurance: PA, NJ, DE, MD, NY
  • Health/disability insurance: PA, NJ, DE, MD, NY
  • Fixed annuities: PA, NJ, DE, MD, NY
  • Variable annuities: PA, NJ, DE, MD, NY

Broker-Dealer Affiliation

Cetera Financial Group

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement

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Helpful Financial Planning Resources