David Beerman, Financial Advisor

FINANCIAL ADVISOR
David L Beerman

CRPS™
401 W Oakland Ave Suite 1, Johnson City, TN 37604opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Teachers and Professors
  • LGBTQ+ Finances
  • Divorce Finances

Certifications

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Volunteering
  • Reading
  • Cooking
  • Hiking
  • Pets

Team Members

  • Shannon Mascola
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Phone

(423) 461-0191

Fax

(833) 298-1996

Office Address

401 W Oakland Ave Suite 1
Johnson City, TN 37604opens in a new window

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