David Arnold is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and CHARTERED FINANCIAL CONSULTANT (ChFC®) working in the financial services industry since 2006. He graduated from the Smith School of Business at the University of Maryland in 2003 with a BS in Finance. He holds several securities registrations including the Series 6, 63, and 65. Additionally, he holds property, casualty, life and health insurance licenses.
David is our primary asset manager and comprehensive planner, incorporating all necessary planning domains for his clients. His focus is on asset management and the financial insurances; life, disability, and long term care.
David lives in Potomac with his wife Lauren, an attorney, daughter Samantha (aka Sammy, Spoodgie Boodgie) and their two cats. His hobbies include skiing, homebrewing and cutting the lawn (his first job at age 13).