David L. Anneken,  CFP<sup>&reg;</sup> - Financial Advisor

David L. Anneken, CFP®

Associate

Cardinal Pointe Financial Group

909 Wright's Summit Pkwy, Ste 130
Fort Wright, KY 41011
(859) 344-7460

General

David Anneken is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cardinal Pointe Financial Group in Fort Wright, KY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other -

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

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

More

Helpful Financial Planning Resources