Hi, my name is David. I live in Columbia, SC. Officially, I'm a financial advisor, however, I prefer telling folks that I help manage people's expectations. The truth of the matter is: managing one's finances can be very straightforward and simple, as long as you understand three things: where you are today, where you want to go, and how you want to get there. There are a plethora of "voices" that are giving you advice about finances from "just google it" to social media platforms to your brother-in-law at the Thanksgiving dinner table. The real question is: Who should you listen to and why should you listen to them? Is there value in hiring a financial advisor? What does a financial advisor do? When should I hire a financial advisor? If you have these questions, you are not alone...
Financial Advisor