David Emery, CFP®, CDFA™
Specialties: College Planning, Divorce Planning
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.
Certified Financial Planners ™
Executives in Transition
Chief Financial Officer
Support Team
With Marshall since: 1992
With Marshall since: 2000
With Marshall since: 2001
With Marshall since: 2007
With Marshall since: 2004
With Marshall since: 1995
With Marshall since: 2014
Executive Team
Chief Financial Officer