David McPherson (CFP®)
David McPherson focuses in the
following client markets or areas of practice:
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
Planning Specialties
Four Ponds Financial Planning LLC specializes in retirement planning for fifty and sixty somethings and working with young professionals looking to establish a strong financial foundation. The firm also offers sustainable investing strategies for those concerned about climate change and other environmental issues.
Additional Information
David McPherson, CFP®, is a former financial journalist who previously wrote for ABCNews.com and The Providence Journal.
NAPFA Start Date
January 09, 2008