- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
West Des Moines, IA 50266
David Strege is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
A graduate of Drake University, David has been a financial planner since 1981. He is a Senior Fee-Only CERTIFIED FINANCIAL PLANNER™ practitioner and also has earned the right to use the Chartered Financial Analyst (CFA®) designation. He received his CFA certification following intensive study in investment portfolio design and management.
In 1997, the central Iowa Chapter of IAFP presented him the Ric Jorgenson Award. This prestigious award is presented annually to the financial planning professional who exemplifies excellence and high standards in the field of financial planning and community service.
Worth magazine has listed David as one of the top financial advisors in the United States. This National recognition comes from David being part of a team that won two national financial planning awards for financial planning case studies. David was published in the American Management Association's Journal of Total Compensation Strategies in 1999 for his work on "Employee Strategies for Stock Based Compensation". He also co-authored a pre-retirement financial planning book for CCH online. He has been quoted in the Wall Street Journal, The New York Times, the Des Moines Register, Business Week, Fox Business News Online, CNN Money online, Bankrate.com, Courant.com, Singapore's The Straits Times, Pittsburgh Post-Gazette, Physicians Financial News, Investment News, DSM Men's Book, IA Biz magazine and appeared on TV for CNBC nationally and KCCI-TV Channel 8 in Des Moines, Iowa. In January 2012, David along with the organizations he has helped create was featured in Financial Planning.
David served on the Board of Directors for the CFP® Board of Standards from 2004 through 2008 and served as Chairman in 2008. He also served on the national board of the Financial Planning Association (FPA) for five years from 1996 - 2000. Along with this national involvement he has also participated in global financial planning events. David spoke at the FPA of Singapore's conference in January of 2008, the CFP Professional International Forum in April 2008 at Christchurch, New Zealand and China's first FPA Conference in Shanghai in October 2008.
Currently, Strege is a member of the Chartered Financial Analyst (CFA) Institute, the National Association of Personal Financial Advisors (NAPFA), and most recently appointed to the Board of Directors of the National Endowment for Financial Education® (NEFE®) to serve an initial three-year term. Strege is a graduate of Drake University.
He and his wife, Jennifer, live near Winterset, Iowa, have two adult children and all of the family members are avid volleyball players.