David B. Daughtrey,  CFP<sup>&reg;</sup> - Financial Advisor

David B. Daughtrey, CFP®

CFA

Advisor/Partner

Copperwynd Financial

14256 N Northsight Blvd, Ste 115
Scottsdale, AZ 85260
(480) 348-2100

General

David Daughtrey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Copperwynd Financial in Scottsdale, AZ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Insurance Licenses

  • Life insurance
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Men's Finances, Women's Finances

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