Dirk David, Financial Advisor located in Kaplan, LA

Financial Advisor
Dirk G David

MBA, CFP®, CEPA®, AAMS®
817 E Veterans Memorial Drive, Kaplan, LA 70548opens in a new window
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Focus Areas

  • Wealth Strategies
  • Energy Industry Professionals
  • Entrepreneurs & Business Owners
  • Farmers and Ranchers

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Olivia Champagne
    Sr. Branch Office Administrator
    FPQP®
  • Mia Abshire
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(337) 643-3775

Fax

(877) 418-3879

Office Address

817 E Veterans Memorial Drive
Kaplan, LA 70548opens in a new window

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