David, Founder of Little & Associates Wealth Management, has over 36 years of experience in the investment and insurance industry. You will often hear him state that “no two clients are the same” which is why he has dedicated his career to delivering personalized investment planning services to his clients according to their individual needs. He achieves this by focusing on his clients’ financial concerns, establishing strategies through sound financial advice and acts in the clients’ best interest by investing their portfolio in a way that will achieve their financial goals.
David’s approach to planning takes into account all the clients’ considerations from investing to estate planning. As your Financial Advisor, the first steps in supporting goals and objectives include identifying your risk tolerance and helping you Envision® your future. David’s goal is to provide tailored services through developing a relationship with you in which he plays a key role in your financial life. He achieves this in a way that will help you remain disciplined to stay on track and stick to the plan.
David maintains four different licenses in which to better serve clients:
- General Securities License
- Registered Principal License
- Investment Advisor License
- General Lines - Life, Accident, and Health & HMO License
In 2010, David earned the Certified Wealth Strategist® designation. David and his team will provide ongoing monitoring and advice for your personalized plan and track your progress as you pursue your financial goals.
David is a multi-year recipient of the Five Star Wealth Manager Award. Five Star Wealth Managers are selected by their peers as satisfying objective eligibility and evaluation criteria associates with providing quality service to clients in the market region.
David has brought together a team of highly qualified, competent professionals to help ensure clients receive efficient, experienced and friendly service. This team joins David in looking out for the clients’ overall financial well-being. As a result of the professional care provided by the Little & Associates Wealth Management team referrals are the norm and relationships last for many years and through multiple generations.
On a personal level, David and his wife Shelly have been married for 33 years. They are the proud parents of 28 year old triplets and have been blessed with two beautiful granddaughters! In his spare time, David likes to play golf, travel, and serve as a Deacon in his local church.