David Faulk (CFP®, CPA)

David Faulk focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Generation X
- High Net Worth Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- AUM
- Baby Boomers
- Generation X
- High Net Worth Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
NAPFA Start Date
May 29, 2020