Financial Advisor / Partner
As a partner at Abacus Wealth Management, we train our advisors to focus on lifestyle financial planning. That is how we get to a deeper level with our clients and can help ensure their financial success.
What does this statement mean to you? When it comes to financial independence, one needs to have a plan, in order to get there. Getting to “any place” probably isn’t that exciting for you. And taking “any road”, just sounds like a lot of work, or worse, wasted effort.
That’s where a good financial planner can help. Over the last 19 years in this business, David has learned the techniques and knowledge to navigate these precarious markets. He understands what makes a good product, and what makes a great product. David teaches his clients the knowledge in order to make better financial decisions going forward.
What’s your financial plan?
Thanks for taking the time to read my bio. I look forward to connecting with you.
* This individual is registered with Portfolio Strategies Corporation.