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

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