David J. Blount,  CFP<sup>&reg;</sup> - Financial Advisor

David J. Blount, CFP®

Investment & Insurance Planning Services, LLC

261 Plaza Dr. Suite B
Oviedo, FL 32765
(407) 719-0940 CONNECT WITH David
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David Blount is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Investment & Insurance Planning Services, LLC in Oviedo, FL and the surrounding communities.

Financial Advisor Overview

We help people find clarity in their financial lives so they can feel more confident and free to do the things they’re passionate about. We believe you should enjoy your wealth and time by doing the things that inspire you. We’ll strive to help you find financial strategies that allow you to pursue and protect what's most important to you. 

People who consult our practice typically include those who are nearing retirement, in a career transition or simply want to be more proactive with their time and investments. Our client commitment is to provide great service and advice that’s consistent with your individual financial goals. 

We utilize our skills in retirement, investment, estate and insurance planning to help you manage the financial complexities of making a life-change or adjusting to new circumstances. The initial consult is always free so that we may determine if your needs and our practice are well-matched. 


Financial Advisor Experience

David J. Blount, CERTIFIED FINANCIAL PLANNER™ founded Investment & Insurance Planning Services, LLC in 2005. David earned one of the most respected financial planning designations, CFP® , in 2007, allowing him to provide a broad range of financial advice. Prior to founding his own company, he worked for Calton & Associates and The MONY Group. While companies and markets may fluctuate, David’s values are steadfast. He values providing straight-forward advice, integrity, professionalism, honesty, and responsive service. He believes that getting to know the person and building trust in an advisory relationship is the key to meeting client satisfaction.

David completed his undergraduate studies at Troy State University, where he graduated Summa Cum Laude with a Bachelors in Arts & Sciences. Prior to that he spent 9 years in the United States Coast Guard where he participated in the  aids to navigation, maritime law enforcement and search & rescue missions. He earned a number of military awards and recognitions during his time in the service. David also volunteers his time with the Hook Kids on Fishing programs and is active at Oviedo City Church. When not working, he enjoys fishing and spending time with his wife, Michelle, and their two children, Ryan and Alana.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 66

Designations & Certifications


Insurance Licenses

  • Life insurance: FL
  • Fixed annuities: FL
  • Variable annuities: FL

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. https://www.finra.org https://www.sipc.org The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, MD, NC, NV, SC, TN. Securities Registrations held with LPL Financial.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Investment Management, Mutual Funds, Job Loss, Retirement, Stocks & Bonds


Helpful Financial Planning Resources