Roger David Email & Phone Number

Financial Advisor with a focus on comprehensive financial planning. A business model based on the development and ongoing monitoring of a written financial plan. The ongoing client relationship is managed through mandatory, proactively scheduled review meetings and conference calls, and a centralized client service methodology that coordinates the activities of a client's other professionals. My approach is to have a thorough understanding of the client's entire situation first, develop their unique written financial plan and then implement the necessary actions items. Even more importantly, we measure our performance against mutually agreed upon benchmarks to determine the effectiveness of our financial strategies and products. At a minimum, our clients must see us face to face at least twice within a 12 month period. Lastly, our client communication program includes in-person meetings, conference calls, educational seminars, quarterly economic and market updates, weekly market commentary emails and other client events. Through these forms of communication, I contact my clients over 100 times per year.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Rinvelt & David LLC is affiliated with Kestra IS and Kestra AS.This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.

• 

  Financial Advisor

  Rinvelt & David, Llc

  Oct 1995 - Present

  Financial services firm specializing in "Personal Financial Planning". Our advisors at Rinvelt & David, LLC help individuals and families manage their financial lives through comprehensive financial planning. Planning that first involves a written financial plan, then the implementation of that plan and even more importantly, proactively scheduled review meetings to gauge performance. We focus on consistent client communication in various forms, but none more imporant than our face-to-face meetings with clients. The frequency of those meetings is determined by the client and then proactively scheduled.