Director of Financial Education

David is the Director of Financial Education for the firm, responsible for employee educational meetings, providing one-on-one investment consultations, and coordination of the financial advisor education team. David has been in the retirement services industry since 2011, he is a Certified Personal Finance Counselor (CPFC®) and holds the Investment Adviser Representative license (Series 65).


*CPFC®, The Certified Personal Finance Counselor® provides professional development and training for those with consumers in a one-on-one setting. Certification ensures that individuals have been trained and tested in counseling skills and the fundamentals of personal finance management.

David Radowski, CPFC®

David Radowski, CPFC®