David Waldrop (CFP®, CLU)
David Waldrop focuses in the
following client markets or areas of practice:
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Investment Management - We help grow and protect your wealth for you and the generations to come.
Financial Planning - An investment portfolio is just one piece of our clients’ financial lives. Proper planning is key.
Tax Planning - We work with you to provide personalized solutions to help minimize taxes.
Additional Information
As a CERTIFIED FINANCIAL PLANNER™ for over two decades, I know that retirement planning and taxes can be confusing and intimidating.
As a fiduciary advisor, you can be assured that your interests will ALWAYS come first.
With our straightforward guidance, you can have a plan designed around YOU!
Let’s get you that plan.
NAPFA Start Date
October 09, 2024
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