David A. Volkman, AIF® CWS®
Managing Director/Certified Wealth Strategist®
David is an accomplished financial advisor who has developed truly amazing relationships with his clients over the years. His objective perspective and approach has led him to be associated with independent broker dealers that support his vision. His emphasis on financial education and training has created opportunities to enhance his clients’ lives in meaningful ways. As a Certified Wealth Strategist CWS® professional, Accredited Investment Fiduciary AIF® professional, Certified Identity Theft Risk Management Specialist CITRMS®, with a certificate in Applied Behavioral Finance, the combination of designations and additional ongoing continuing education allows David to have access to the latest information on risk management, financial research, portfolio design methodologies and client collaboration techniques.
Education and Professional Designations/Licenses:
- Securities Registration Series 6
- Securities Registration Series 63
- Securities Registration Series 65
- Licensed for Life & Health Insurance in New York and various other states
- Bachelor of Science in Marketing and Management, Wilkes University
- CWS® - Certified Wealth Strategist® Professional, Cannon Financial Institute
- AIF® - Accredited Investment Fiduciary, Fi360
- CITRMS® - Certified Identity Theft Risk Management Specialist, Institute of Consumer Financial Education
- Certificate in Applied Behavioral Finance
Check the background of this investment professional on FINRA’s BrokerCheck
