David S. Waters, CFP®, CHFC®, CLU®, RHU®, AIF®,CPFA®
President
Companies:
President of Professional Planning Associates. Founded 1953
President of Great Oak Financial Inc. Founded 1993
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
Fiduciary 360: AIF® Designee in 2010
Licenses:
Insurance – Life and Health
series 6, 7, 53, 22, 24 and 63 securities registrations held through Cetera Advisors LLC
Registered Advisor with Cetera Advisors LLC
Professional Plan Consultant
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
Philadelphia Association of Life Underwriters
The Financial Planning Association
Society of Financial Professionals
National Association of Health Underwriters
Additional Items:
Adult Educational Instructor in Financial Planning.
New Jersey & Pennsylvania Continuing Education (CE) Sponsor for CPA’s.
Author of numerous articles for Physicians News Digest, Life and Health Advisor, Smart Business Now.
Study Group Leader for the Delaware Valley of Certified Financial Planners.
Business Valuation Consultant to Financial Services Industry
Inducted into the Phoenix Home Life “Hall of Fame” in February 2000, for outstanding achievements in sales and service.
Member of LPL Chairman's Club – 2012-2014
Member of LPL Director's Club – 2008-2012
2019 Cetera Chairman's Club