Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
THINK GLOBALLY & INVEST GLOBALLY
David Wealth Management LLC is an independent, fee only, Registered Investment Advisory firm based in Fairfax, VIrginia, which provides financial planning and investment advisory services throughout the greater Washington, DC area.
With significant wealth comes with significant complexity. For more than 30 years, Jim David, CPA, has been helping people make the most of their wealth through investment, financial, and tax advice, both as a Registered Investment Adviser and a Certified Public Accountant.
Unbiased investment advice stems from...
John Hensley (CRD# 1316159) is an Investment Advisor Representative working part-time at Palatine Advisors, Inc. (my firm) in Herndon, VA and has 17 year of experience in the finance industry.
My professional experience includes working full time in institutional pension management, overseeing plans from $3 billion to $12 billion and currently I am a fixed income specialist with one of the 20 largest pension plans in the U.S. This experience provides insight and the ability to allocate assets in a structured, disciplined, and customized approach where fees are of paramount importance.
Selecting a skilled financial advisor—a relationship that will potentially last a lifetime—is an important decision.
You will work closely with your financial advisor throughout life’s greatest moments as well as most difficult times to reach goals that you likely have set in motion decades before they come to fruition. We understand this is a significant decision for you and your family.
With multiple CERTIFIED FINANCIAL PLANNER ™ practitioners on staff, and our partnership with the award-winning broker/dealer, Commonwealth Financial Network®, you have a team of distinguished, credentialed,...
Brian Patrick Kuhn CFP®, CLU®, CLTC
Brian Kuhn is CERTIFIED FINANCIAL PLANNER™ (CFP®) with Planning Solutions Group in Fulton MD and has been working with households since 2002. He works with families and individuals to outline their financial strategy, project their retirement readiness, assist with investment choices, layout a budget and savings plan, minimize risk, and make important life decisions. Specifically, his clients are “exclusively those who do NOT feel wealthy”, a tag line for his business model demonstrating that all income and asset levels are welcome.
He is the author...
Mike Treanor, CERTIFIED FINANCIAL PLANNER™ (CFP®), is a Wealth Advisor at Aegis Wealth Management, LLC. Mike works closely with individuals and families on investment management strategies as well as the development and ongoing monitoring of comprehensive financial plans.
Prior to joining Aegis, Mike spent seven years as a portfolio analyst at an independent financial planning firm in Washington, D.C. serving clients in the greater DC region. Mike graduated from Towson University with a BA in Economics. He lives with his wife Jessica, daughters Lily & Layla, and dog Cali in North Potomac, MD.
In his spare time, Mike enjoys spending his weekends at the beach with family and friends.
Aegis Wealth Management
6903 Rockledge Drive, Suite 940
Bethesda, MD 20817
Phone: 240-482-2566 [email protected]
Rodrigo Huerta (CRD# 6581946) is an Investment Advisor Representative working at Aegis Wealth Management LLC in Bethesda, MD and has more than 10 years of experience in the Wealth Management and Advisory field.
Rodrigo has taken additional exams to become a Certified Investment Management Analys (CIMA®) with the "Investment Management Consultants Association (IMCA)". CIMA professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors and institutional investors. The CIMA...
Daniel Serra (CRD# 5525135) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has 8 years of experience in the finance industry. Daniel Serra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Neal Abravanel (CRD# 1244853) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Bethesda, MD and has over 32 years of experience in the finance industry. Neal Abravanel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.