

Financial Advisor
David Trimmer
CFP®, AAMS®
2008 Commerce Center Blvd, Fairborn, OH 45324opens in a new windowClient by Referral
Serving clients with $500,000
Focus Areas
- Wealth Strategies
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Charitable Giving
Focus Areas
- Wealth Strategies
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Charitable Giving
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®AAMS®
Accredited Asset Management Specialist™
Personal Interests
- Golfing
- Fishing
- Music
- Auto Racing
- Personal Fitness
Team Members
Amber ParsonsSr. Branch Office AdministratorFPQP®
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Sat | By Appointment Only |
| Sun | Closed |
Additional Hours
- Web Conferencing
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