David Sloper, Jr., Cfp ® Email and Phone Number
David Sloper, Jr., Cfp ® work email
- Valid
- Valid
- Valid
David Sloper, Jr., Cfp ® personal email
David Sloper, Jr., Cfp ® phone numbers
As a wealth advisor with Stonebridge Advisors, Inc., my role is to be your advocate. Our approach is to listen, analyze and develop strategies that can provide you the highest probability of success relative to your goals. We measure our success on whether or not your goals have been met and by the relationships we build.I completed my CFP® certification in May 2000, and I have had the pleasure of working with hard working individuals and families in the areas of wealth accumulation, distribution, and succession planning for over two decades. I understand that the difference between having the work done well and having it done as well as possible can mean greater confidence in my clients planning and achievement of their goals.I was born and raised in the Baltimore area. I graduated from Towson University with a Bachelor of Science degree in Business with concentrations in Finance and Marketing. My financial services career began in 1995 with MassMutual, focusing on life insurance, underwriting, and pricing. I always knew I wanted to help people fulfill their financial goals. Will you be the next person with whom I work on the road towards success?In my spare time, I enjoy the rigors of being a father of four children and enjoy spending time in Florida building business and personal relationships. When time permits, I enjoy golfing with fellow golf enthusiasts.
Stonebridge Advisors, Inc.
View- Website:
- stonebridgefinancialadvisors.net
- Employees:
- 16
-
Financial PlannerStonebridge Advisors, Inc. May 2017 - PresentEllicott City, MarylandOur goal is to provide clients a holistic approach to their financial planning needs. Working with our team at Osaic FA, I am able to identify gaps within my clients existing planning usually created by their success or situational changes.Our process begins with comprehensive data gathering, an analysis of your situation to match up with your stated objectives, and development of a custom designed plan to reflect your goals and objectives. We coordinate with your existing team of… Show more Our goal is to provide clients a holistic approach to their financial planning needs. Working with our team at Osaic FA, I am able to identify gaps within my clients existing planning usually created by their success or situational changes.Our process begins with comprehensive data gathering, an analysis of your situation to match up with your stated objectives, and development of a custom designed plan to reflect your goals and objectives. We coordinate with your existing team of advisors, CPA's and attorneys, and create a financial team that works on your behalf, to represent you in the marketplace.Services Provided:• Goal-Based Estate and Retirement Planning Strategies• Social Security and Medicare Planning• Retirement Accumulation and Distribution Planning• Education Funding• Charitable Planning• Business Succession Planning• Portfolio Analysis• Life, Disability, Long-Term Care Insurance, and Medicare Supplemental Insurance.Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. (CRN-5712138-053123) Show less
-
Financial PlannerSloper And Weinstein Oct 2014 - May 2017Timonium, Maryland
-
Financial AdvisorLincoln Financial Advisors Jan 1996 - Sep 2014Lutherville, MarylandI joined Lincoln Financial Advisors in 1996 from MassMutual. My goal was to provide my clients a holistic approach to their financial planning needs. Working with our team at LFA, I am able to identify gaps within my clients existing planning usually created by their success or situational changes.
David Sloper, Jr., Cfp ® Skills
David Sloper, Jr., Cfp ® Education Details
-
Certified Financial Planner, Cfp(R) -
Finance And Marketing -
Mt. Hebron High School
Frequently Asked Questions about David Sloper, Jr., Cfp ®
What company does David Sloper, Jr., Cfp ® work for?
David Sloper, Jr., Cfp ® works for Stonebridge Advisors, Inc.
What is David Sloper, Jr., Cfp ®'s role at the current company?
David Sloper, Jr., Cfp ®'s current role is Financial Planner at StoneBridge Advisors, Inc..
What is David Sloper, Jr., Cfp ®'s email address?
David Sloper, Jr., Cfp ®'s email address is ds****@****eft.com
What is David Sloper, Jr., Cfp ®'s direct phone number?
David Sloper, Jr., Cfp ®'s direct phone number is +141083*****
What schools did David Sloper, Jr., Cfp ® attend?
David Sloper, Jr., Cfp ® attended Certified Financial Planner, Cfp(R), Towson University, Mt. Hebron High School.
What skills is David Sloper, Jr., Cfp ® known for?
David Sloper, Jr., Cfp ® has skills like Retirement Planning, Retirement, Wealth Management, Strategic Financial Planning, Disability Insurance, Fixed Annuities, Finance, Estate Planning, Investments, Asset Allocation, 401k, Financial Services.
Who are David Sloper, Jr., Cfp ®'s colleagues?
David Sloper, Jr., Cfp ®'s colleagues are Pratt Rexford, Zachary Szczybor, Matt Alton, Nick Weissfeld, Jack Rogers, Cfp®, Will Eisentraut, Steve Koziol.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial