David Emery, CFP®, CDFA®

Senior Wealth Advisor

Education

  • BS, Lehigh University, Bethlehem PA
  • MBA, Baldwin-Wallace University, Berea, OH

In Financial Services since: 1997

With Marshall since: 2011

Past and present affiliations:

  • Board Member – Financial Planning Association (Philadelphia Area Chapter)
  • Association of Divorce Financial Planners
  • National Association of Personal Financial Advisors – Fee Only Advisors
  • Bucks County Estate Planning Council
  • National College Advocacy Group
  • Board Member – Lehigh University Chapter, Chi Phi Alumni Association
  • Kinder Institute of Life Planning

 

Get to know:

Dave’s calm, methodical and logical approach to some of the most volatile issues in financial planning may have roots in his early education in Mechanical Engineering and his first career as a sales engineer for the Torrington Company, part of Ingersoll-Rand.  Upon obtaining his CERTIFIED FINANCIAL PLANNER™ mark in 2003, he brought his problem solving and relationship building experience to helping clients with financial planning.

He assists the “sandwich generation” – those ranging from 45 to 65 years old and older– with retirement income planning. In doing so, he focuses on helping families understand where they are financially, where they want to go, and how to get there in such a way where they can sustain their lifestyle in retirement. He also helps elderly clients address financial, health, and legacy concerns.  “Transitioning to the next phases of life consists of psychological, financial, and lifestyle changes which often times are overwhelming for families.  We help them through these huge life events.”

As a Certified Divorce Financial Analyst® professional, Dave also helps clients who are in the midst of difficult family transitions to understand the equitable distribution of marital assets, financial decisions related to divorce, and what their lifestyle will be-post divorce.  He has also been served as an Expert Witness when divorce matters end up in court.  “Knowing they have a financial professional at their side at every step gives my clients a great deal of peace,” he says.

In addition to these areas, Dave helps families reduce the costs associated with educating their children. “It’s usually the largest expense families face after buying their house,” Dave notes. “Planning ahead can save families thousands of dollars of the cost of educating their children.”

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