David G. Turner,  CFP<sup>&reg;</sup> - Financial Advisor

David G. Turner, CFP®

MSF,

Certified Financial Planner

My Planning Pro, LLC

109A Pilgrim Road
Greenville, SC 29607
FINANCIAL ADVISOR'S WEBSITE
(864) 520-5062 CONNECT WITH David
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General

David Turner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at My Planning Pro, LLC in Greenville, SC and the surrounding communities.

Financial Advisor Overview

My practice offers Financial Planning, Investment Management and Insurance Services. I specialize in College, Retirement and Estate Planning for clients whose needs range from simple to complex.

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Financial Advisor Experience

I've been a Financial Advisor for 26 years, assisting individuals, families and small businesses. I am a Certified Financial Planner. I received my undergraduate degree from the University of South Carolina and a Master's Degree in Finance, Financial Analysis Major from the College for Financial Planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 26, 63, 65

Designations & Certifications

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

Insurance Licenses

  • Life insurance: SC, NC, GA, IL, AK, HI, MI
  • Fixed annuities: SC, NC, GA, IL, AK, HI, MI
  • Variable annuities: SC, NC, GA, IL, AK, HI, MI

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

LPL Financial

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Startup, Succession Planning, Long-term Care, Tangible Assets, Sudden Wealth, Men's Finances, Personal Taxes

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Helpful Financial Planning Resources