David Dwyer (AAMS, CFP®, CRPC®)
David Dwyer focuses in the
following client markets or areas of practice:
- Business Owners
- Divorce Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
- Business Owners
- Divorce Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
Planning Specialties
David Dwyer has been helping clients realize their financial dreams for over 15 years. He acts as a guide for a wide variety of corporate executives, businesses owners, and families, but specializes in executive compensation and related strategies.
Additional Information
David joined the Legacy team in 2017, bringing with him several hard-earned designations demonstrating his expertise in investments and retirement planning.
His credentials include:
- CERTIFIED FINANCIAL PLANNER™
- AAMS® (Accredited Asset Management Specialist)
- APMA® (Accredited Portfolio Management Advisor)
- CRPC® (Chartered Retirement Planning Counselor)
- Series 66 Securities License
- Bachelor’s degree from the University of Kansas
When he’s away from the office, David can often be found volunteering for the ALS Association, golfing, and spending quality time with his wife and two children.
Schedule a time to meet with David here.
NAPFA Start Date
April 04, 2019
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