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

David A. Saltzman, CFP®

CIMA, CRPC

Senior Vice-President - Investments

UBS Financial Services

12600 Deerfield Pkwy, Ste 400
Alpharetta, GA 30004
(800) 243-2123
(678) 518-3629

General

David Saltzman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at UBS Financial Services in Alpharetta, GA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - CRPC

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources