Our Team

 

 

 

 

 

 

 

David L. Kaiser, ChFC®, AIF®.    

David Kaiser has built his financial planning career by matching his client's unique needs with financial products and services designed to produce the desired results. David works together with you to help organize your financial life. He will listen to you to ascertain your concerns, your personal and your financial needs. He will ask very targeted questions in order to thoroughly understand your financial situation. This will help him in developing efficient financial planning strategies that strive to move you closer to your personal financial vision. This exchange sets the tone for a rewarding and successful client relationship; one in which he will always be there to listen.

In addition to scheduled periodic meetings, David is available when the need arises. He views his client relationships as a long-term partnership with the common goal of securing your personal financial vision.  If you are not currently a client and are seeking a financial advisor who always places the interest of the client first, you are in the right place.

David has earned the Chartered Financial Consultant (ChFC®) designation enabling him to effectively apply a comprehensive financial planning process to his client's needs.  The ChFC® program  includes all of the courses of the CFP®  Certification Curriculm, and builds on that knowledge with advanced coverage of estate, retirement and financial planning applications.  David has also earned the Accredited Investment Fiduciary® (AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh.  He has received formal training in investment fiduciary responsibility.
 
 

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Please click here to contact me to schedule a complimentary appointment.

I'll discuss with you how an experienced professional can help you reach your personal financial vision.