$30MM AUM | $191,000 GDC in Cedar Park, TX

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Location
Cedar Park, TX, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$191,000.00
# of Accounts
110
Avg Client Age
55
Overview

David P. Ackel has spent over a decade working with retirees’ finances. He holds a Masters degree from The University of Louisiana at Monroe. In addition, he has earned his CHARTERED RETIREMENT PLANNING COUNSELOR designation from the College for Financial Planning. David is a well-known speaker on retirement issues and his goal has always been to educate his clients in helping them reach their long term objectives. He and his Firm received the 2013 Five Star Wealth Managers award for Financial Planning in the Austin, San Antonio, & Central Texas Region.

David began his career on Wall Street in 1998 with New York based AXA Advisors. He spent 4 years as an independent financial advisor offering fee based financial planning for affluent investors. In 2002, David joined Capital One Investments and was quickly promoted to The Private Client Group. After 4 years, David brought his investment experience of working with High Net Worth seniors and retirees to Wells Fargo Advisors - Private Client Services.

David joined Wachovia Securities as an executive prior to the merger of Wells Fargo and Wachovia. With a desire to do more for retirees than larger more corporate firms can do, David founded Focus Forward Financial, LLC where clients benefit from “independent, objective, financial advice." By owning his own company, David has the opportunity to spend more time with clients, allowing him to see which financial strategies are appropriate for each client.

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