David A. Latch, CFP<sup>&reg;</sup> - Financial Advisor

David A. Latch, CFP®

Financial Planner and Fee Only Investment Adviser

Frederick Financial Grp

2226 West Greenleaf Drive
Frederick, MD 21702
FINANCIAL ADVISOR'S WEBSITE
(301) 662-6126

General

David Latch is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Frederick Financial Grp in Frederick, MD and the surrounding communities.

Financial Advisor Overview

We turn client concepts into concrete, measurable and manageable solutions. Our 401k Maneuver program provides Employer Plan participants with routine account rebalancing to help get the most from their plan as well as add downside protection to the gain's already achieved.

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Financial Advisor Experience

Since 2001, I've help clients and spoken to thousands of others regarding the importance of proper and complete financial planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: MD, VA, WV, PA, AZ, FL, CO
  • Health/disability insurance: MD, VA, WV, PA, AZ, FL, CO
  • Fixed annuities: MD, VA, WV, PA, AZ, FL, CO

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Investment Adviser Representative of, and investment services offered through Royal Fund Management, LLC, an SEC Registered Investment Adviser.

Financial Advisor's Specialties

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

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Helpful Financial Planning Resources