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
Let's Get to Know One Another
David Wealth Management is an independent, fee-only, Registered Investment Advisory firm based in Fairfax, Virginia, providing financial planning and investment advisory services throughout the greater Washington, DC area.
Those are the facts. But who we are goes deeper.
A wealth of advice - Good advice doesn't need to be complicated to be effective. We get what you're about and then we get to the point ... so you can get on with your life.
Deliberate planning - What do you want out of life? How would you like to live it? The best things happen to those who know...
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.
Robert Boyce (CRD# 3198793) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Bristow, VA and has over 17 years of experience in the finance industry.
Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth in Rockville, MD and has over 17 years of experience in the finance industry.
Prior to co-founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. Marguerita is a spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Kiplinger.
Marguerita is a CFP® professional, a Chartered Retirement Planning Counselor(SM), a Retirement Income Certified Professional® and a Certified Divorce Financial Analyst.
Debbie Gallant is the owner Gallant Financial Planning in Montgomery County, Maryland. She's a fee-only financial planner and investment advisor providing project and retainer based services to individuals, couples, and families.
Our services are in depth and comprehensive. We love what we do and will share our passion for our services with you. You'll further benefit from working with us by increased peace of mind knowing "we have your back." We provide individualized services to you so that our recommendations are tailored to your needs, goals, and priorities. Services include retirement...
Gary Korolev manages a comprehensive Wealth Management practice centered around meetings his clients’ Investment Management, Risk Management, Estate and Retirement Planning needs.
Gary has built his practice with a focus on High Net Worth individuals, families and business owners with financial needs far beyond investment management. His clients are provided with a truly comprehensive wealth strategy that benefits from combining his extensive expertise in portfolio management, financial planning and insurance with that of CPAs and Estate Planning Attorneys.
“We take such a comprehensive...