David Strother, Cfp®, Aif®, Aifa® Email and Phone Number
As a 30+ years experienced Financial Advisor who works closely with clients to plan the best path forward to accomplish their financial goals, I help clients make financial decisions throughout every stage of their lives.I had a successful career as a commercial lender when I got involved with my bank’s wealth advisory team many years ago. Having worked closely with business owners as a lender, I broadened my skillset by becoming a CERTIFIED FINANCIAL PLANNER™ professional and earned my Accredited Investment Fiduciary Analyst® certification. I have been a part of the Darnall Sikes Wealth Partners family since 2006.Throughout my career, I've been fortunate enough to work with many clients. I’m especially interested in helping clients who have not only found financial success, but also want to use that wealth to do something significant beyond themselves.I am active in several organizations around the Lafayette area, and gain so much energy from being a part of a thriving community.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. www.finra.org www.sipc.org Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information.Certified Financial Planner Board of Standards Inc. 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.
Avantax Planning Partners
View- Website:
- avantax.com/planning-partners
- Employees:
- 128
David Strother, Cfp®, Aif®, Aifa® Skills
David Strother, Cfp®, Aif®, Aifa® Education Details
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The University Of Texas At AustinGeneral
Frequently Asked Questions about David Strother, Cfp®, Aif®, Aifa®
What company does David Strother, Cfp®, Aif®, Aifa® work for?
David Strother, Cfp®, Aif®, Aifa® works for Avantax Planning Partners
What is David Strother, Cfp®, Aif®, Aifa®'s role at the current company?
David Strother, Cfp®, Aif®, Aifa®'s current role is Financial Planning Consultant.
What schools did David Strother, Cfp®, Aif®, Aifa® attend?
David Strother, Cfp®, Aif®, Aifa® attended The University Of Texas At Austin.
What skills is David Strother, Cfp®, Aif®, Aifa® known for?
David Strother, Cfp®, Aif®, Aifa® has skills like Financial Advisory, Wealth Management, Investment Strategies, Investments, Estate Planning, Securities, Retirement Planning, Financial Services, Retirement, Asset Allocation, Trading, Strategic Financial Planning.
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