David helps our clients get the most out of their financial situation through a combination of investment advice and planning. Each one of our clients works hard and makes sacrifices to achieve their strong financial position, and David believes that they deserve to have a firm that works as hard as they do.
David joined NPF in 2018 after a 14-year career with a Grandville-based Registered Investment Advisory firm, where he served as a Partner and Portfolio Manager. He is a graduate of the University of Michigan. He holds both Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations, and recently earned the Certified Divorce Financial Analyst (CDFA®) designation.
What is the CFA Designation?
The Chartered Financial Analyst designation represents the gold standard in advanced investment analysis and portfolio management, accompanied with a strict emphasis in ethical practice. To earn the CFA Charter, candidates must pass three six-hour exams, have obtained a Bachelor's degree, have four years of qualified work experience, and agree to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct.
What is the CFP® Certification?
The CERTIFIED FINANCIAL PLANNERTM certification represents rigorous professional standards in the practice of financial planning, which includes cash flow analysis, planning for insurance, investments, taxes, retirement, and estate needs. The CFP® certification requires a commitment to rigorous ethical standards outlined in the CFP Board's Code of Ethics and Standards of Conduct, which are based on the principles of honesty, integrity, competence, and diligence.
What is the CDFA® Certification?
The Certified Divorce Financial Analyst certification develops professional expertise with the financial aspects of divorce. The role of a CDFA® professional is to help people determine the budget, tax, insurance, and retirement implications of divorce, both in the short term and over the long term. To earn the CDFA® certification, candidates must have two years of financial planning or legal experience, and must complete a four-step examination program designed by the Institute of Divorce Financial Analysts.
David has served as a board member of IKUS Life Enrichment Services, President of the Kenowa AMBUCS, and a founding board member of the Grandville-Walker Foundation.