David Gray
Virtual
In-Person
Specialties
About Me
My mission is to help my clients make educated financial decisions by designing, implementing and monitoring a detailed plan to help them reach their goals.
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.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
MBA, CFP®, CRPC®, CLU®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Securities offered through LPL Financial. Member FINRA/SIPC CRPC conferred by The College for Financial Planning. The information contained in this email message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.