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David Waters Biography

BIOGRAPHY OF
DAVID S. WATERS,
CFP®, RHU, ChFC, CLU

Business Address:
 The Ben
834 Chestnut Street, Suite 315
Philadelphia, PA 19107

Companies:
 Vice-President of Professional Planning Associates since 1979
President of Investment Planning Associates since 1984
Managing Partner of Great Oak Financial Inc. since 2001
Education:
 Dickinson College: B.A. in 1978
College of Financial Planning: CFP in 1988
Northeastern University: RHU in 1994
American College: CLU & ChFC in 2001		 Licenses:
 Insurance - Life and Health
Securities - series 6, 7, 22 and 24
 
Current Practice:
 Personal Financial Planning
Business Insurance Planning
Retirement Planning
Estate Planning
Charitable Planning
Employee Benefits
College Financial Aid Planning		 Organization Affiliations:
Philadelphia Estate Planning Council
Million Dollar Round Table
Philadelphia Association of Life Underwriters
The Financial Planning Association
Society of Financial Professionals
National Association of Health Underwriters

Additional Items:

bullet Adult Educational Instructor in Financial Planning.
 
bullet Speaker before PICPA for Continuation Education Program
 
bullet Author of numerous articles for Physicians News Digest, Life and Health Advisor, Smart Business Now.
 
bullet Seminar provider to numerous hospitals for continuation of medical and business education.
 
bullet Study Group Leader for the Delaware Valley of Certified Financial Planners
 
bullet Business Valuation Consultant to Financial Services Industry.
 
bullet Inducted into the Phoenix Home Life “Hall of Fame” in February 2000, for outstanding achievements in sales and service.
*Security licenses are held with LPL

Let Professional Planning Associates help you protect
your assets and grow your business.

To schedule an appointment, or for more information,
call us today at 215.875.8666

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Securities & Financial Planning offered through LPL Financial, Member FINRA/SIPC
The LPL representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
CA, CT, DE, FL, MA, MD, NC, NJ, NY, PA


The Offices at the Ben ● 834 Chestnut Street ● Suite 315 ● Philadelphia, PA 19107 ● 215.875.8666 ● 215.875.8745 FAX
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