David R. Faulkner, Cfp®, Ricp®

David R. Faulkner, Cfp®, Ricp® Email and Phone Number

Partner, Financial Advisor @ Spectrum Advisors
Plano, TX, US
David R. Faulkner, Cfp®, Ricp®'s Location
Addison, Texas, United States, United States
David R. Faulkner, Cfp®, Ricp®'s Contact Details

David R. Faulkner, Cfp®, Ricp® personal email

n/a
About David R. Faulkner, Cfp®, Ricp®

Author of 'The 5 Star Route to Your Remarkable Retirement', David is a highly recognized CERTIFIED FINANCIAL PLANNER and Retirement Income Certified Professional, who has helped hundreds of clients over the past 20+ years navigate the uncertainty of planning for retirement. He is a member of Ed Slott's Master Elite IRA Advisor Group, an exclusive network of advisors with expertise in working with IRAs and taxes. He is also an educational speaker and contributing author for Kiplinger Personal Finance. He has been recognized multiple times as a Five Star Wealth Manager as well as in D Magazine’s Best Financial Planners list.

David R. Faulkner, Cfp®, Ricp®'s Current Company Details
Spectrum Advisors

Spectrum Advisors

View
Partner, Financial Advisor
Plano, TX, US
Website:
spectrumadvisors.net
David R. Faulkner, Cfp®, Ricp® Work Experience Details
  • Spectrum Advisors
    Partner, Financial Advisor
    Spectrum Advisors
    Plano, Tx, Us
    View
  • Spectrum Advisors
    Partner, Financial Advisor
    Spectrum Advisors Feb 2016 - Present
    www.spectrumadvisors.net
    View
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual Jan 2011 - Feb 2016
    Milwaukee, Wi, Us
    View
  • Placemark Investments
    Portfolio Manager
    Placemark Investments Sep 2004 - Jan 2011
    Addison, Tx, Us
    View
  • Summitalliance Investment Group
    Vp, Relationship Management
    Summitalliance Investment Group Sep 2001 - Sep 2004
  • Hewitt Associates
    Business Analyst
    Hewitt Associates Aug 1999 - Sep 2001
    London, Gb
    View

David R. Faulkner, Cfp®, Ricp® Skills

Retirement Planning Asset Allocation Securities Portfolio Management Mutual Funds Wealth Investment Advisory Leadership Investment Management Retirement Due Diligence Term Life Insurance Disability Insurance Team Leadership Iras

David R. Faulkner, Cfp®, Ricp® Education Details

  • Texas A&M University
    Texas A&M University
    Business Administration
  • Southern Methodist University
    Southern Methodist University
    Financial Planning Certificate Program
  • Richardson High School
    Richardson High School
    General Studies

Frequently Asked Questions about David R. Faulkner, Cfp®, Ricp®

What company does David R. Faulkner, Cfp®, Ricp® work for?

David R. Faulkner, Cfp®, Ricp® works for Spectrum Advisors

What is David R. Faulkner, Cfp®, Ricp®'s role at the current company?

David R. Faulkner, Cfp®, Ricp®'s current role is Partner, Financial Advisor.

What is David R. Faulkner, Cfp®, Ricp®'s email address?

David R. Faulkner, Cfp®, Ricp®'s email address is da****@****mfn.com

What schools did David R. Faulkner, Cfp®, Ricp® attend?

David R. Faulkner, Cfp®, Ricp® attended Texas A&m University, Southern Methodist University, Richardson High School.

What skills is David R. Faulkner, Cfp®, Ricp® known for?

David R. Faulkner, Cfp®, Ricp® has skills like Retirement Planning, Asset Allocation, Securities, Portfolio Management, Mutual Funds, Wealth, Investment Advisory, Leadership, Investment Management, Retirement, Due Diligence, Term Life Insurance.

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