David Emery
CFP®, CDFA®, MBA
Planning Capital Management
Senior Financial Planner
David Emery
CFP®, CDFA®, MBA
Planning Capital Management
Senior Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - David Emery, CFP®, CDFA®, MBA
Fee-Only Financial Planner located in Doylestown, PA and serving the greater Philadelphia area
David Emery is a Philadelphia area fee-only financial planner. Planning Capital provides comprehensive and objective financial planning, portfolio management, and estate and trust planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, David Emery is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
David A. Emery is a Senior Financial Planner with the Planning Capital Management Corp. He has provided wealth management and financial planning services to clients in the Philadelphia area since 2003. Dave holds the Certified Divorce Financial Analyst (CDFA®) designation, in addition to his CFP® certification.
Dave has a Bachelor of Science in Mechanical Engineering from Lehigh University and Masters of Business Administration from Baldwin Wallace University. Prior to entering the financial planning profession, Dave spent 17 years in sales with The Torrington Company, a division of Ingersoll Rand. Now, he helps with the many planning topics pertaining to the “sandwich generation”, people between the ages of 45 to 65. He focuses on retirement income planning, helping families understand where they are financially, where they want to go, how to get there and, once there, how to sustain their lifestyle. He also helps the elderly plan their aging lifestyle, addressing financial, health and legacy concerns. In addition to these areas, Dave has extensive experience in helping families with reducing the costs associated with educating their children and helps divorcing clients understand the equitable distribution of marital assets and the financial challenges which can result from divorce.
Dave has served on the board of the Philadelphia Area Chapter of the Financial Planning Association and has been an active member of the National Association of Personal Financial Advisors (NAPFA), the Association of Divorce Financial Planners, the Bucks County Estate Planning Council and the National College Advocacy Group. In addition, he has served on the alumni association 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 youth.
David Emery is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
We create meaningful and lasting personal relationships that serve as the foundation for your financial planning. Our approach is deeply rooted in valuing independent financial thinking and predictable cash-flow modeling. Driven by our passion to help you realize a purposeful path forward, every question and detail matters when you work with us.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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David Emery is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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David Emery is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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David Emery is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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David Emery is a Certified Divorce Financial Analyst® (CDFA®)A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
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David Emery is a Member of Collaborative Law Professionals of Southeastern Pennsylvania
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David Emery is an Adjunct Professor at Temple University
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David Emery is a Featured Advisor in Divorce Magazine
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David Emery is a Retirement Options Certified Coach
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David Emery is Quoted in Financial Planning Magazine: "Take the Emotion Out of College Planning"
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David Emery is Featured on Money Matters TV
Contact David Emery
Office Locations:
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68 East Court Street
By Appointment
Doylestown, PA 18901
