Our Qualifications
Who is Legacy Financial Services?
David is passionate about financial planning and helping people achieve their goals. He firmly believes that choices made today can result in a major impact on a person's future financial well-being.
David has invested his time and effort into his education because he is dedicated to providing his clients with the highest quality service on a broad spectrum of financial issues. David has completed the necessary coursework and examinations for the following designations; Certified Financial Planner (CFP®), Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified in Long-Term Care (CLTC), Certified Fund Specialist (CFS), and Accredited Estate Planner (AEP).
David is uniquely qualified to guide you towards your financial future.