Our Qualifications
David has been working with individuals and businesses for 30 years.
He has extensive personal and professional experience and continues to update the financial strategies and products he provides to his clients based on current and future economic conditions.
David is a Certified Financial PlannerTM, a fully licensed securities broker, and a LUTCF. This range of experience allows him to offer various financial products competently and without bias.
Settelmyer Financial is dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals, choosing the most appropriate path, and following through to make sure your financial goals are attained.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. After your program is put in place, we continually search for updated products and services that will enhance your plan, adjust if necessary, until your goals are complete.
We are looking forward to using our experience to help you pursue your financial goals.