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Specialties
The Speakman Financial Group is a relationship-oriented financial services firm that is based upon three core beliefs: We believe each person we meet deserves to be treated with respect.
We believe the future is worth planning for. We believe everyone should work with a financial professional that acts in their best interest. A true Pittsburgher, through and through, Dave was born and raised just minutes from the Pittsburgh International Airport. He was educated at the University of Pittsburgh with a degree in Finance (Summa Cum Laude too!!) and he comes to The Speakman Financial Group from BNY Mellon’s Wealth Management division. Like most Pittsburghers, (or at least those with our firm!) he approaches each day with enthusiasm and positivity and sees financial advising as a partnership. “It isn’t a relationship surrounding money, rather it’s the other facets of our lives for which the money serves the purpose.” Whether the conversation is about the stock market, inflation rates, a grandchild’s soccer game, or another woeful season for the Pirates, Dave is eager to talk about what matters most to YOU. Dave and his wife Ashley live in the Pittsburgh area with their two children, Delilah and Daniel, and their dog, Juno. They enjoy spending family time at the zoo, park, and cheering on the Pittsburgh sports teams. Dave also enjoys playing soccer and golf and has developed a love for the arts, particularly live musical theater. He feels blessed to live in a city dedicated to both its sports teams and cultural activities.
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Always free for clients.
CFP®, ChFC, Series 7, Series 63
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
http://finra.org/ http://sipc.org/ Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC . For hyperlinks to FINRA and SIPC, please refer to the ‘Contact info’ above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.