David Elder

Background

David is passionate about helping successful individuals and families make wise financial decisions and lead a life without financial regrets. He accomplishes this using traditional planning strategies combined with techniques from Behavioral Finance and Coaching. David is a CERTIFIED FINANCIAL PLANNER™ Professional as well as an active member of the Georgia chapter of the Financial Planning Association. He believes it is essential for the financial services industry to give back, and therefore, he volunteers as a Pro Bono planner helping veterans and low-income individuals through the Foundation of Financial Planning. David lives in Alpharetta with his wife, Allison, their son Luke, daughter Anna Claire, and their dog Scout. He is a member of Alpharetta United Methodist Church and is excited about what his Sunday School class is doing to help make their church a stronger faith community. David loves playing golf, cooking, and listening to music in his free time.

Credentials

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• CEPA - Certified Exit Planning Advisor
• Masters in Personal Financial Planning, Georgia State University
• Bachelors in Commercial Music, Belmont University

Geographic Coverage

Roswell, GA