Dave Forney, Financial Advisor located in El Paso, TX

Financial Advisor
Dave Forney

CFP®, ChFC®, CEPA®, AAMS®, CRPC™
201 E Main Dr Suite 1302, El Paso, TX 79901opens in a new window
Referrals Only
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • History and Museums
  • Reading
  • Running
  • Tennis
  • Golfing

Team Members

  • Melissa Ransbottom
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(915) 533-3355

Fax

(855) 379-0713

Office Address

201 E Main Dr Suite 1302
El Paso, TX 79901opens in a new window

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