David W. Heiligenthaler,  CFP<sup>&reg;</sup> - Financial Advisor

David W. Heiligenthaler, CFP®

DHFS Wealth Management

711 Peninsula Dr
Davidson, NC 28036
FINANCIAL ADVISOR'S WEBSITE
(800) 579-2052
(704) 895-8370

General

David Heiligenthaler is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at DHFS Wealth Management in Davidson, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

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

Insurance Licenses

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

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Stocks & Bonds

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Helpful Financial Planning Resources