David Faskas (CFA, CFP®)
David Faskas focuses in the
following client markets or areas of practice:
- Annuities
- AUM
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Annuities
- AUM
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
Additional Information
David graduated from the University of Houston-Victoria with a Bachelors Degree. He is also a CERTIFIED FINANCIAL PLANNER™ professional, and holds the Chartered Financial Analyst® credentials.
He currently is a Lead Advisor for KMH and the Associate Operations Manager. He is responsible for meeting with clients, developing financial plans, maintaining the client portfolio system, portfolio rebalancing, trading securities, quarterly client billing and statements, and opening new client accounts.
He currently serves on the Victoria Bach Festival Board and is also a guitarist who performs for weddings, parties and other events.
NAPFA Start Date
August 22, 2018
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.