David Grindle, Cima® Email & Phone Number

Invest with intent. Retire differently. I specialize in creating and managing investment and retirement strategies. This is accomplished by “leaning in” on close to three decades of experience, navigating and consulting through many major market shifts, and by designing unique strategies focused on your specific goals. Serving individuals, business owners, families of multi-generations, and those in career transition, the pursuit for the wellbeing of my clients drives the advice I deliver and is the hallmark of my service model. I proudly earned the Certified Investment Management Analyst® designation from the Investments Management Consultants Association® in conjunction with the Wharton School of Business and hold the series 7, 24, 63, 65, and SIE registrations along with state insurance licenses.Throughout my years I’ve been blessed and fortunate to work with organizations like the Red Cross, Philabundance, and the Philadelphia Families Forward organization. Understanding, serving, and helping others is in my fabric. I look forward to connecting with you.Please contact me by email, david.grindle@wfafinet.com or phone at 267-227-0935. I cannot respond to messages through LinkedIn InMail.This information is intended for use by residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, and UT only.CA Insurance License Number 4230059. Resident State: PA./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

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  University Of Portland

  Finance