David Emery, CFP®, CDFA™

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Specialties: College Planning, Divorce Planning

215-348-9393
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Education

  • BS, Lehigh University, Bethlehem PA
  • MBA, Baldwin-Wallace University, Berea, OH
  • Certificate, Divorce Financial Analyst

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
  • Board Member – C.B. Cares
  • 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 experiences as a sales engineer for the Torrington Company, part of Ingersoll-Rand.

Dave has acquired multiple areas of expertise. As a college planning specialist, he 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.”

As a Certified Divorce Financial Analyst™, Dave also helps clients who are in the midst of difficult family transitions to understand the equitable distribution of marital assets and the management of financial challenges that can result from divorce. “Knowing they have a financial professional at their side at every step gives my clients a great deal of peace,” he says.