David McPherson (CFP®)
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David McPherson focuses in the
following client markets or areas of practice:
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
Additional Information
David McPherson, CFP®, is a former financial journalist who previously wrote for ABCNews.com and The Providence Journal.
NAPFA Start Date
January 09, 2008
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