Why David A. Schneider, CFP® is the Right Choice

  • The focus is on you. David A. Schneider takes the time to listen to you and truly understand your financial and life goals. This translates into a customized financial planning solution designed to meet your unique objectives.

  • Objective, fee-based advice. As a primarily fee-based advisor, his compensation is not based on the level of buying or selling activity in your portfolio, nor is it affected by which particular investments he recommends. That means you can be confident in the impartiality of his advice.

  • Expertise. David Schneider is a CERTIFIED FINANCIAL PLANNERTM professional who has met rigorous professional and ethical requirements to achieve the CFP® designation. You can be assured that he has the knowledge, experience and a commitment to the ethical conduct you would expect of an advisor. Just as you would choose a CPA to do your taxes, a CERTIFIED FINANCIAL PLANNERTM professional is the logical choice for your financial planning needs.

  • Experience. With more than 17 years as a financial planner, he has the knowledge and long-term perspective required to help grow and protect your wealth.

  • Comprehensive advice. David Schneider does much more for clients than just manage their investments. To optimize your financial strategy, he considers all areas of your financial life. These include, but may not be limited to:

    1. Comprehensive financial planning
    2. Cash flow and net worth analysis
    3. Investment management
    4. Insurance and risk management
    5. Education expense planning
    6. Retirement planning
    7. Tax reduction strategies
    8. Estate planning

  • State-of-the-art investment management techniques. David A. Schneider, CFP® will design your investment program using forward-looking capital market assumptions, world class asset managers and proven techniques designed to effectively manage risk. A special emphasis is placed on cost control and tax minimization in order to maximize potential returns.

  • Advanced financial planning strategies. Using sophisticated financial modeling techniques, he stress tests your financial plan under both historical and simulated bull and bear market conditions to help determine its validity as a planning tool.

  • Access to a wide array of financial alternatives, specialists and professionals. Through his affiliation with Cambridge Investment Research, David A. Schneider, CFP® offers access to virtually any type of investment you may require. In addition, he is able to draw on a diverse team of specialists from both inside and external to Cambridge Investment Research, in order to ensure that all of your wealth management needs are optimally served.

  • Commitment to your total satisfaction. His goal is to make managing and planning your finances as simple as possible. He stays in contact with clients regularly, returns all calls promptly and is always available to answer any questions you may have.
                    
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