David A. Emery, MBA, CFP, CDFA

Family’s finances continue to become more complex. Major financial events such as: college expenses, divorce, retirement income, taxes and financial concerns of aging parents all can have a dramatic impact on families.

I help families with these events. With my engineering background, combined with the CERTIFIED FINANCIAL PLANNER™ mark and Financial Life Planning training, I help clients understand how their financial pieces can best be utilized to overcome these events and build wealth. Areas of specialties include:

• Retirement planning, helping families understand where they stand, where they want to go, how to get there and how to sustain it for their lifetime.
• Consult families that have aging parents with the many financial, health and legacy concerns associated with aging.
• Helping families reduce college costs, coaching them on reducing taxes, financial aid, debt reduction strategies, as well as how to effectively save for college.
• With divorcing clients, coaching them on equitable distribution of their marital assets and many other financial decisions, as well as helping them discover their financial life, post-divorce.

I have served on the board of the Philadelphia Area Chapter of the Financial Planning Association, have been an active member of: Kingdom Advisers, Association of Divorce Financial Planners, Bucks County Collaborative Law Group, Bucks County Estate Planning Council and the National College Advocacy Group. In addition, I have served on the alumni board of Lehigh University’s Chi Phi fraternity, and on the board of C.B. Cares, a non-profit organization focused on the betterment of Central Bucks County’s youths.