David Emery, CFP®, CDFA™

Specialties: College Planning, Divorce Planning

215-348-9393
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Education:

  • BS, Lehigh University, Bethlehem PA
  • MBA, Baldwin-Wallace College, Berea, OH
  • Certificate, Divorce Financial Analyst
  • Certificate, College Planning Specialist

In Financial Services since: 1998

With Marshall since:  2004

Past and present affiliations:

  • Board, Financial Planning Association (Philadelphia Area Chapter)
  • Association of Divorce Financial Planners
  • Bucks County Estate Planning Council
  • National College Advocacy Group
  • Board, Lehigh University Chapter, Chi Phi Alumni Association
  • Board, C.B. Cares

Get to know:

Dave’s calm, methodical and logical approach to some of the most volatile issues in financial planning may have roots in his early education in Mechanical Engineering and his experiences as a sales engineer for the Torrington Company, part of Ingersoll-Rand. 

Dave has acquired multiple certifications. As a College Planning Specialist, he helps families reduce the costs associated with educating their children. “It’s usually the largest expense families face after buying their house,” Dave notes. “Planning ahead can save families thousands of dollars of the cost of educating their children.”

As a Certified Divorce Financial Analyst™, Dave also helps clients who are in the midst of difficult family transitions to understand the equitable distribution of marital assets and the management of financial challenges that can result from divorce. “Knowing they have a financial professional at their side at every step gives my clients a great deal of peace,” he says.