David Block
CFP(r), EA, CTC
Financial Licenses: CFP, Series 7, 24, 63
For over 35 years, David has studied the Psychology of Finance to help you manage your relationship with money to meet the purpose your money has in your life -- whether growth, income, legacy, or to save for specific purposes. David is a graduate of Wesleyan University and has certificates in Financial Psychology from the Wharton School A CFP® Professional, Business consultant & Financial Coach.
Get in touch:
929-564-3004
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