David Deller (AAMS, CFP®)
David Deller focuses in the
following client markets or areas of practice:
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
Planning Specialties
- Investment Advisement
- Risk Management
- Education Planning
- Longevity Planning
- Social Security Planning
- Estate Planning
- Tax Consultation
- Life Insurance
- Charitable Giving
- Medicare Resources
Additional Information
Owner and wealth manager David Deller is a Board Certified Financial Planner™ and Accredited Asset Management Specialist (AAMS®). He has a Bachelor's Degree in Personal Financial Planning from Central Michigan University. He gained experience working for two Fortune 500 firms; Edward Jones and Raymond James. David opened Deller Wealth Management in 2018 to offer transparent fee-only planning, best in class technology, and custom portfolio solutions to clients.
NAPFA Start Date
May 14, 2020
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identifying a potential advisor for their review and consideration. The appearance of an
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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
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