David M. Muilenberg, CLU®, ChFC®, AIF®, has worked extensively in the field of Financial Management since 1978. His designations, Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) were both earned from the American College in Bryn Mawr, PA. His Accredited Investment Fiduciary designation was awarded this June, allowing him to give investment advice to trustees and employees of retirement plans.David graduated from Calvin College in Grand Rapids, MI with a Bachelor of Arts degree in Business Administration.David has served as Past President of Widowed Persons Service of Kent County; Grand Rapids Association of Insurance and Financial Advisors; West Michigan Society of Financial Service Professionals; West Michigan Estate Planning Council and he continues to serve as a board member on numerous local charities.His areas of specialty include Corporate Benefits, Succession Planning, Wealth Accumulation Strategies, and Estate Planning. Additionally, David is registered with his broker dealer firm, LPL Financial, as a fee for service Investment Advisory Representative.Specialties: Securities offered through LPL Financial Member FINRA/SIPC
Listed skills include Financial Services, Investments, Team Building, Financial Advisory, and 20 others.