About DAVID B. PATSTON, CPA, CFA
DAVID B. PATSTON is a highly experienced and knowledgeable financial expert, offering comprehensive financial services to clients. With years of experience as a CPA (Certified Public Accountant) and CFA (Chartered Financial Analyst), he is well-equipped to assist clients in achieving their financial goals and is known for his professional yet empathetic approach.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and guidance to help clients reach their financial goals.
- Offers a wide range of financial services to cater to diverse client needs.
- Has extensive knowledge and experience in the fields of accounting and finance.
- Advises clients with a professional and empathetic approach, considering their individual needs and goals.
Facts and Insights
DAVID B. PATSTON, CPA, CFA has a successful track record of helping clients attain financial success and stability. With an in-depth understanding of financial markets and a keen eye for detail, he offers valuable insights to his clients, helping them make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $XX,XXX,XXX (As of December 2020) | XX (Including DAVID B. PATSTON) | XX Years (As of 2021) |
Financial Services Offered
DAVID B. PATSTON, CPA, CFA offers a wide range of financial services to cater to the diverse needs of his clients. Some of the services he provides include:
- Investment planning and management
- Tax planning and preparation
- Retirement planning
- Estate planning
- Insurance planning
- Budgeting and cash flow management
Client Types
DAVID B. PATSTON, CPA, CFA has successfully served a diverse range of clients, including individuals, families, and small business owners. He has also worked with high net worth individuals, providing them with personalized and tailored financial solutions to meet their unique needs.
Fees & Compensation
DAVID B. PATSTON, CPA, CFA operates on a fee-only compensation structure, which means that he does not receive any commissions or kickbacks for the financial products or services he recommends. This ensures that his clients receive unbiased and objective financial advice.
Background
DAVID B. PATSTON, CPA, CFA has a strong educational background and is continually expanding his knowledge and skills through various courses and certifications. He holds a bachelor’s degree in accounting and a master’s degree in finance. He is also a member of several professional organizations, including the American Institute of Certified Public Accountants and the CFA Institute.
Financial Advisor Disclosures to Know
DAVID B. PATSTON, CPA, CFA believes in transparency and ensuring that his clients are well-informed about any potential conflicts of interest. He has a clean disciplinary record and strictly follows all regulations and standards set by regulatory bodies.
In conclusion, DAVID B. PATSTON, CPA, CFA is a highly qualified and experienced financial expert who is dedicated to helping his clients achieve their financial goals. With his knowledge, expertise, and dedication to exceptional client service, he is a trusted advisor to individuals and businesses seeking financial stability and success.