TREK FINANCIAL - Key Persons
Job Titles:
- Certified Financial Planner
Clint is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Certified Life Underwriter (CLU), Chartered Advisor for Senior Living (CASL®), Chartered Advisor in Philanthropy (CAP®), and a Retirement Income Certified Professional (RICP®).
David works with elite CPAs to help make them Primary, Critical and Essential to their very best clients. He heads up the Modern Family Office that provides CPAs the leverage they need to become more than just the tax preparer or the compliance person, but the most trusted advisor to their clients. By being the solution, they can become the one phone call the client ever has to make to address almost any financial situation.
David has been in the financial services industry since 1984. He is a Certified Financial Planner™ practitioner. His M.B.A. is in Finance and Management. He is former head and past member of the Trek Investment Committee.
On the personal side, he is married and has two wonderful children. He loves golf, and wishes it loved him back. He has raised guide dog puppies for Guide Dogs for the Blind and fosters for Desert Labrador Retriever Rescue. He was past president of the board of directors for the Phoenix Guide Dog Raisers and has served on the development committee for AZ Zoological Society and Guide Dogs for the Blind.
Job Titles:
- CRPC, RFC, President & CEO