David joined CFG in 1996 and specializes in designing customized financial, investment and estate plans for executives, professionals and business owners. Previously he was an account manager with Ayco Corp. in Atlanta, GA. In addition, he was a manger in the Personal Financial Counseling department of the Philadelphia office of Ernst and Young.
David has extensive experience with personal financial counseling, both domestically and internationally. He is a member of the American Institute of Certified Public Accountants (AICPA).
He earned a BS in Economics and an MBA from Arizona State University and an MS in Taxation from Temple University.
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