The CLU® and ChFC® are the property of The American College, which reserves sole rights to their use, and are used by permission. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Lifestyle Freedom Advisory LLC is not engaged in the practice of law.Ĭertified Financial Planner Board of Standards Inc.
DAVID FINK PROFESSIONAL
You should always consult an attorney or tax professional regarding your specific legal or tax situation. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. All strategic partners are operated independently from Lifestyle Freedom Advisory, LLC. Strategic partners are unaffiliated organizations engaged for their expertise and credentials on an as-needed basis. Lifestyle Freedom Advisory, LLC and Lifestyle Freedom Group, LLC are affiliated companies. Tax planning and business consulting services are offered through Lifestyle Freedom Group, LLC. are separate entities, independently operated. Lifestyle Freedom Advisory, LLC and Charles Schwab & Co., Inc. Securities offered through Charles Schwab & Co. Insurance products and services are offered through Lifestyle Freedom Safe Harbor, LLC, an affiliated company. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the States of Florida, Connecticut, New York, North Carolina, Georgia, and Texas or where otherwise legally permitted.Īdvisory services are offered through Lifestyle Freedom Advisory, LLC, a Registered Investment Advisor in the states of Florida, Connecticut, North Carolina, New York, Georgia, and Texas. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Material presented is believed to be from reliable sources however, we make no representations as to its accuracy or completeness. Opinions expressed herein are solely those of Lifestyle Freedom Advisory, LLC and our editorial staff. © 2023 Lifestyle Freedom | written content on this site is for information purposes only. HUNTERSVILLE OFFICE | 14509 S Old Statesville Rd, Suite 208, Huntersville, NC 28078
LAKEWOOD RANCH OFFICE | 9040 Town Center Parkway, Bradenton, FL 34202 MYSTIC OFFICE | 31 Water Street, Mystic, CT 06355
DAVID FINK FREE
During his tenure, he has worked with some of the world’s largest investors as well as people just trying to figure things out he has bought, operated and sold businesses, so he knows the struggles and rewards business owners face and he has been involved in both commercial and residential investment real estate. He has helped his clients not only with their investments, but with tax, estate, creditor, business, and a variety of other issues. Most importantly, he has become a resource that his clients have been able to turn to so that they can delegate their financial concerns and focus on making the most out of actually living their lives.ĭavid has authored articles for Investopedia as well as a number of other publications. David has a BS in Mathematics and an MBA from the University of Florida. He holds the Chartered Financial Analyst® designation.ĭavid and his wife Debbie live in Sarasota, Florida. During their free time, they enjoy traveling with friends and family and spending time with their four-legged family (3 dogs and too many horses to count). David has been involved in the financial services industry for over 25 years.
0 kommentar(er)
