David Goins Email & Phone Number

I work with families overseeing their financial affairs.Great fulfillment comes from building and enjoying life-long relationships with successful individuals and their families. I have developed and refined a process that puts all the pieces of the financial puzzle together for them as their lives unfold and needs evolve.My strongest asset is my ability to listen. Every potential client comes to me with a different history and a different set of expectations. My job is to make certain that I understand my clients fully and that I continually treat them as the unique individuals they are.I am a CERTIFIED FINANCIAL PLANNER™.The Financial Advisor associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.Securities and Advisory Services offered through Commonwealth Financial Network, Member www.finra.org/www.sipc.org, a Registered Investment Adviser. Goins Wealth Strategies, 103 Professional Parkway, Suite A, Marysville, Ohio 43040 and 545 Metro Place S., Suite 100, Dublin, Ohio 43017. Phone (937) 738-7764.Regulations prohibit me from receiving recommendations on LinkedIn. The best recommendation you can give me is an introduction. Please review our Terms of Use at www.commonwealth.com/termsofuse.html

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  United States Naval Academy

  B.S.