David is a locally well-known financial educator, frequent contributor to NBC 25’s ‘Money Matters’ and author of “High Tide: A Practical Guide for Affluent Retirees to Protect, Profit and Prosper from the Coming Financial Storm.” For 32 years, David has been teaching investors how to preserve their assets, increase their income, and reduce income taxes. He also serves as a Chartered Financial Consultant, a designation awarded only to experienced advisors who have completed a 10-course study program, through the American College in Pennsylvania, focusing on Tax, Investment, Risk Management, Retirement and Estate Planning. In addition, he is an approved member of the International Association of Registered Financial Planners, and the Society of Financial Service Professionals.
David is also a contributing author of ‘21st Century Wealth’, an easy to read book for those already retired or those planning for a financially rewarding retirement. His insight and opinions are sought after by various media sources including The Wall Street Journal, “Smart Money Magazine”, Detroit Business Hour, TV 25, TV 12, and various radio stations. Dave was also recently featured in ‘Senior Market Advisor’ magazine for his outstanding service to the community. Recently David was featured on a new T.V. series created to educate Retirees on key issues named “The Consumer Advocate” which is out to air on many of the major networks in 2013.
For three years in a row, David has been named a 5 Star Wealth Manager, an award only given to the top 7% of advisors in each state. The 5 Star Wealth Manager status is only advisors who have a 95% or higher client satisfaction rating. His Firm, Retirement Resources, LLC, has been recognized annually as one of the top Advisory firms in the country and has an A+ rating from the Better Business Bureau.