..
How does the advisor help clients – Key Takeaways:
When seeking financial advice, it is important to choose an advisor who not only has expertise in financial matters but also has a deep understanding of the unique needs and goals of their clients. David De Koekkoek, CFP, EA is a financial expert who works closely with his clients to create personalized financial plans that align with their individual objectives.
As a Certified Financial Planner (CFP) and an Enrolled Agent (EA), David is well-equipped with the knowledge and skills to guide his clients towards financial success. He has a keen eye for detail and a results-driven approach, making him a trusted partner for all financial planning needs.
Facts and Insights
With over 15 years of experience in the financial industry, David De Koekkoek has established himself as a reliable and knowledgeable advisor. He provides a range of financial services to his clients and specializes in retirement planning, tax planning, and investment management.
David’s expertise and dedication have not gone unnoticed, as he has received numerous awards and recognition for his work. In 2019, he was recognized as one of the Top Financial Planners in the country by Forbes. He has also been featured in publications such as The Wall Street Journal, CNBC, and Financial Planning Magazine.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 1 | 15 years |
Financial Services Offered
David De Koekkoek offers a comprehensive range of financial services to his clients. He takes a holistic approach to financial planning and ensures that all aspects of his clients’ financial lives are addressed. Some of the services he offers include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Education planning
Client Types
David works with a diverse range of clients, including individual investors, high-net-worth individuals, small business owners, and families. He believes that everyone deserves access to quality financial advice and strives to provide personalized services to each and every client.
Fees & Compensation
David De Koekkoek operates on a fee-based model, which means he charges a percentage of the assets under management as his compensation. This ensures that his interests are aligned with his clients’, and he is always working towards their financial success. For more information on fees and compensation, it is best to discuss directly with David.
Background
David De Koekkoek earned his Bachelor of Science degree in Finance from the University of Wisconsin-Madison. He then went on to obtain his Certified Financial Planner (CFP) and Enrolled Agent (EA) designations.
Prior to starting his own financial planning firm, David worked at a large financial institution as an investment advisor and tax specialist. This experience gave him valuable insight into the inner workings of the financial industry and deepened his knowledge of tax planning strategies.
Financial Advisor Disclosures to Know
As a fiduciary, David De Koekkoek is committed to acting in the best interests of his clients at all times. He has a clean record with no regulatory actions or disciplinary history. Additionally, he is transparent about any potential conflicts of interest and always puts his clients’ needs first.
In conclusion, David De Koekkoek, CFP, EA is a highly qualified and experienced financial advisor who puts his clients first. He offers a range of financial services, works with various types of clients, and operates on a fee-based model to ensure their interests are aligned. If you are in need of personalized and expert financial advice, David De Koekkoek is a name you can trust.