An entrepreneur at heart, David earned a Bachelor of Science in Entrepreneurship from the University of Tampa. Since then, his client base has grown to include executives and professional athletes. David’s acumen in individual financial and insurance services, investment strategies, and business planning are only matched by his attention to detail. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.