David Field, Financial Advisor

FINANCIAL ADVISOR
David P Field

CFP®, CEPA®, AAMS™, CRPS™
430 S State Hwy 5, Fairview, TX 75069opens in a new window
Serving clients with $2,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Information Technology Professionals

About David

Growing up, I watched my good friend's family, who once seemed financially secure, lose everything after a series of setbacks. Seeing the profound impact this had on them opened my eyes to how fragile financial stability can be and sparked my passion for helping families better prepare for their future.

This passion was further cemented during the Great Recession of 2008/2009, where I witnessed countless individuals struggle to make ends meet, delay retirement or lose hard-earned savings. I knew then that I wanted to dedicate my career to empowering families and businesses to achieve confidence in their finances and pursue their...

Work History

  • Edward JonesDecember 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Texas Christian UniversityBachelors

Personal Interests

  • Football
  • Hockey
  • Hunting
  • Rugby
  • Scuba Diving

Team Members

  • Bria Field
    Associate Financial Advisor
  • Marshall Kube
    Associate Financial Advisor
    AAMS™
  • Aimee Jostrand
    Sr. Branch Office Administrator
    FPQP®
  • Karen Newkirk
    Sr. Branch Office Administrator

Send Me a Message

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