David Seals, Financial Advisor located in Plano, TX

Financial Advisor
David Seals

CEPA®, CRPC™
6305 Preston Road Suite 800, Plano, TX 75024opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Charitable Giving

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Volunteering
  • Golfing
  • Fishing

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(972) 423-2699

Fax

(888) 277-4841

Office Address

6305 Preston Road Suite 800
Plano, TX 75024opens in a new window

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