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David Creekmore (CFP®, MBA, RLP)

David Creekmore focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Federal Employees
  • Generation X
  • LGBT Couples and Families
  • Middle Income Client Needs
  • Millennials

Planning Specialties

Our clients are Gen X and Millennial professionals working at nonprofits/NGOs, universities/colleges, and governmental agencies.

Additional Information

Hi. I'm David Creekmore, President and Principal of Lifetime Financial. I'm a Certified Financial Planner (CFP®) and Registered Life Planner (RLP®) with over two decades of experience managing the complex budgeting, planning, investment, and technology of major nonprofits like Corporation for Public Broadcasting, Internews, and Council on Foreign Relations.
Now I'm offering that same expertise to nonprofit professionals like you. Lifetime Financial helps those who help others. I'm a registered investment advisor and studied finance and investing at Johns Hopkins University. I'm a member of NAPHA, XY Planning Network, Fee-Only Planning Network, and the National Association of Personal Financial Advisors--all of which require a strict fiduciary standard and compensation only from you, not from selling you any products or kickbacks.
I am currently serving on the President's Leadership Council at Search for Common Ground--an experienced group of global business executives, philanthropists, and thought leaders who advise the Board of Directors, the President, and the Executive Leadership Team on issues arising in connection with the challenges and opportunities of their life-saving peacebuilding work.
Please schedule a complimentary 30 minute consultation to see if our services are a fit for your needs.

NAPFA Start Date

January 20, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

7000 Carroll Avenue, Suite 201A Takoma Park, MD 20912-5704 Phone: (202) 350-1515
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