David A. Farrell is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ with more than 20 years of experience helping clients prepare for and navigate retirement. His approach to wealth management is hallmarked by his pledge to be thorough, communicative, and accessible.
David begins each new client relationship with a detailed dialogue designed to uncover their financial needs, goals, and concerns. He then tailors a plan to address both short- and long-term priorities. While David specializes in retirement planning, his status as a CERTIFIED FINANCIAL PLANNER™ practitioner enables him to coordinate all aspects of a holistic wealth management approach including insurance, investment selection, tax planning, estate planning, and wealth transfer.
David graduated from the University of New Orleans with a Bachelor of Science degree in Economics and holds FINRA Series 7 and 66 Licenses, in addition to Illinois Life and Health Insurance Licenses. He volunteers with the Park Ridge Wilderness Scouts and Princesses and lives in Park Ridge, Illinois, with his wife and three children.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP®, which it awards to individuals who successfully complete initial and ongoing certification requirements.
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