FINANCIAL ADVISOR
David P Field
CFP®, CEPA®, AAMS™, CRPS™
430 S State Hwy 5, Fairview, TX 75069opens in a new windowServing clients with $2,000,000
Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Entrepreneurs & Business Owners
- Information Technology Professionals
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™CEPA®
Certified Exit Planning Advisor®AAMS™
Accredited Asset Management Specialist™CRPS™
Chartered Retirement Plans Specialist™
Personal Interests
- Football
- Hockey
- Hunting
- Rugby
- Scuba Diving
Send Me a Message
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Phone
(972) 548-5027Fax
(855) 206-2379Office Address
430 S State Hwy 5Fairview, TX 75069
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