David Field, Financial Advisor located in Fairview, TX

Financial Advisor
David P Field

CFP®, CEPA®, AAMS®, CRPS™
430 S State Hwy 5, Fairview, TX 75069opens in a new window
Serving clients with $2,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Information Technology Professionals

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Football
  • Hockey
  • Hunting
  • Rugby
  • Scuba Diving

Team Members

  • Bria Field
    Associate Financial Advisor
  • Marshall Kube
    Associate Financial Advisor
    AAMS®, CFP®
  • Aimee Jostrand
    Sr. Branch Office Administrator
    FPQP®
  • Karen Newkirk
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Phone

(972) 548-5027

Fax

(855) 206-2379

Office Address

430 S State Hwy 5
Fairview, TX 75069opens in a new window

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