David A. Gray, MBA, CFP®, CRPC®, CLU®

Scottsdale, AZ

Virtual

In-Person

Specialties

Retirement PlanningInvestment PlanningFinancial PlanningEducation Planning

About Me

I specialize in working with families looking to save for their children's college education, as well as their own retirement, small business owners, widows, entrepreneurs, executives and wealthy individuals.

I can help with educational planning, retirement planning, 401k services, and managing your money.

♥

Interests & Hobbies

Tennis Pickleball Golf

Ready to talk?

Always free for clients.

Credentials

No Designations

Chartered Designations

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Disclosures

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