David Younis, Cfp®

David Younis, Cfp® Email and Phone Number

Director of Financial Services at Allied Financial Partners @ Allied Financial Partners
victor, new york, united states
David Younis, Cfp®'s Location
Rochester, New York Metropolitan Area, United States
David Younis, Cfp®'s Contact Details

David Younis, Cfp® personal email

About David Younis, Cfp®

Utilizing a unique process of in-depth data collection and clarification of client objectives, I strive to develop comprehensive financial planning solutions tailored specifically to my clients' individual goals and vision.Competence, Clarity and Consistency are the hallmarks of my planning process.Specialties: Wealth Accumulation & Investment Planning, Retirement Income Planning, Estate PlanningDisclosure: Securities offered through Registered Representatives of Securities America, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., a Registered Investment Adviser. Allied Financial Partners and Securities America are not affiliated. Any third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Please see my website for full disclosure: www.Alliedfp.com

David Younis, Cfp®'s Current Company Details
Allied Financial Partners

Allied Financial Partners

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Director of Financial Services at Allied Financial Partners
victor, new york, united states
Website:
alliedfp.com
Employees:
39
David Younis, Cfp® Work Experience Details
  • Allied Financial Partners
    Director Of Financial Services
    Allied Financial Partners Dec 2013 - Present
    Victor, Ny
    Full service financial planner specializing in complex, cross disciplinary financial planning solutions.
    View
  • Lincoln Financial Advisors
    Financial Planner
    Lincoln Financial Advisors Jun 2003 - Nov 2013
    Full service financial planner specializing in complex, cross-disciplinary financial planning solutions.

David Younis, Cfp® Skills

Retirement Planning Estate Planning Investments Retirement Strategic Financial Planning Finance Financial Planning Insurance Investment Advisory Financial Advisory Wealth Accumulation Financial Analysis Wealth Management Securities Asset Management Certified Financial Planner Wealth Financial Goals Asset Allocation Mutual Funds Fixed Annuities Wealth Management Services Employee Benefits Financial Planners 401k Iras Personal Financial Planning Saving For Education Series 7

David Younis, Cfp® Education Details

Frequently Asked Questions about David Younis, Cfp®

What company does David Younis, Cfp® work for?

David Younis, Cfp® works for Allied Financial Partners

What is David Younis, Cfp®'s role at the current company?

David Younis, Cfp®'s current role is Director of Financial Services at Allied Financial Partners.

What is David Younis, Cfp®'s email address?

David Younis, Cfp®'s email address is da****@****lfg.com

What is David Younis, Cfp®'s direct phone number?

David Younis, Cfp®'s direct phone number is +158574*****

What schools did David Younis, Cfp® attend?

David Younis, Cfp® attended The American College Of Financial Services, Suny Geneseo.

What skills is David Younis, Cfp® known for?

David Younis, Cfp® has skills like Retirement Planning, Estate Planning, Investments, Retirement, Strategic Financial Planning, Finance, Financial Planning, Insurance, Investment Advisory, Financial Advisory, Wealth Accumulation, Financial Analysis.

Who are David Younis, Cfp®'s colleagues?

David Younis, Cfp®'s colleagues are Jason Tabor, Cfp®, Nichole Tomaszewski, Robin Nadeau, Elton Smith Jr, Jonathan Bradshaw, Dba, Cpa, Carmela Keiffer, Jim Toner.

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