David DuVall, CRPC®
Investment Advisor Representative
David is dedicated to educating and helping his clients chart a course toward financial independence. By understanding his client's goals, plans and financial details, he is able to use a holistic and disciplined approach to financial planning and investment selection. He provides clear practical advice on how to plan in advance for inflation, healthcare expenses and market volatility. David's greatest strength is helping his clients understand the importance of establishing and working towards their financial goals. He is able to make his clients feel confident by clearly explaining a sustainable strategy for managing their income and expenses during retirement.
David is an Investment Advisor Representative with Cetera Investment Advisers LLC. He holds the Chartered Retirement Planning Counselor (CRPC®) designation and has the Series 7 and 66 securities registrations. He also holds Life, Accident, Health, and Disability insurance licenses including the Long Term Care certificate required by the State of Kansas.
When not at work, David can often be found on the golf course or spending time with his grandchildren.