David Maurice (CFP®)

David Maurice focuses in the
following client markets or areas of practice:
- Business Owners
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
- Business Owners
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
NAPFA Start Date
May 13, 2019