General Info

Dave Younis, CFP is a financial planner that focuses on customized, complex and cross disciplinary financial planning. His expertise has been developed over a 15 year career exclusively working with financially engaged individuals on a one-on-one basis. Dave's strengths are rooted in his ability to provide simple explanations and insights in the face of complex planning needs. Dave is prepared to help you implement strategies to help you move toward your personal vision of success.