Jeremy David, CFP®

Jeremy began his career in the insurance business, where he quickly excelled and developed a love for helping clients achieve their personal financial goals. In 2005 he began offering financial services and started Jeremy David Financial and Insurance Services, with the express purpose of being able to offer his clients a wider selection of insurance solutions and financial planning tools. Since that time, Jeremy has expanded his business and developed many lasting relationships. However, the business accomplishment for which he is most proud is to have helped create and achieve the financial dreams of so many families. During these tough economic times, Jeremy knows how important it is make sure you are getting the best value for your hard earned money. He will review all your current insurance policies to ensure you are paying a fair price while getting the most bang for your buck. Jeremy represents over 12 different insurance companies so he can do the shopping for you.

Quick Facts:

Jeremy David, CFP®

• Bachelor of Business in Insurance from The University of North Texas and is a Certified Financial Planner (CFP)
• Licensed in Property and Casualty, Life and Health
• Securities License 6, 7, 63, and 66 offered through The Leaders Group, Inc. & TLG Advisors
• Qualified for Million Dollar Round Table in 2002
• Qualified for Court of the Table in 2003