David Metzger (CASL, CFA, CFP®, ChFC®, CLU, MBA)
David Metzger focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Annuities
- AUM
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Alternative or Private Investments
- Annuities
- AUM
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
NAPFA Start Date
March 18, 2022