David Hodge (CFA®, CFP®)

David Hodge focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Corporate Executives
  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

At Norris, Perné & French, we use a three-meeting process to develop recommendations that make the most of each client's situation.

  1. Philosophy - The philosophy meeting ensures that what we do is a fit for what the client needs.  We are fiduciaries, which means that we only work with clients for whom we can do our best work. We require that each client have at least $1,000,000 to invest with us.
  2. Strategy - After the philosophy meeting, we gather information and draft a plan for our client.  At the strategy meeting, we review this plan to ensure that our information is correct, and that our viewpoint is consistent with the client’s expectations.
  3. Delivery - After the strategy meeting, we prepare final recommendations to make the most of our client’s situation.  At the delivery meeting, we review the final plan and provide recommendations to the client.

We actively manage your financial plan, taking into account life changes, as well as changes in taxes and the investment environment.

As a client, your plan may take advantage of these strategies:

  • Retirement planning
  • Tax minimization
  • Estate & charitable planning
  • Social Security optimization
  • Equity compensation planning
  • Concentrated position management
  • Multi-generational transfer strategies
  • Long-term care analysis

We work with your team of professionals when developing and implementing strategies.  We also stay on top of our areas of expertise to ensure that we deliver best-in-class work in your financial plan.

Additional Information

When I began working in the industry in 2004, I focused on investments, thinking that this was where I could do my best work. Building on my degree in Economics from the University of Michigan, I learned as much as I could about how the economy affects different sectors and types of investments, while studying the financial statements of hundreds of companies. I earned a CFA charter in 2010, which is considered to be the gold standard among investment designations.

In 2007, I began working more directly with clients. I realized that while investments were important, they were just one part of my clients' overall financial picture. It seemed like I could do much more to improve their situation if I expanded my knowledge of financial planning.

When I earned my Certified Financial Planner certificate in 2017, I realized how much I could do to help my clients and that realization was exciting! Investments were just one layer of my clients' plans - now I could add even more value through tax, estate, charitable, and insurance planning. I love the challenge of the complex nature of financial planning and think about my clients' financial plans constantly, always looking for ways to add more value to their plans.

I have always wanted to help people and to work with money. It is a tremendous privilege to be asked for advice about what to do with a family's finances, and that is why I am dedicated to making the most of out of each client's situation.

Outside of work, I spend nearly all of my time with my family, and volunteer for the Kenowa AMBUCS and IKUS Life Enrichment Services.

NAPFA Start Date

February 01, 2018

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This Office

40 Pearl St NW Ste 300 Grand Rapids, MI 49503-3026 Phone: (616) 459-3421