David Hobbs, CFP®, CLTC

Founding Partner | Wealth Advisor at Cedar Wealth Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Indianapolis, Indiana, US

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Credentials

  • CFP
    Certified Financial Planner
    Jul, 2014
    - Oct, 2024
  • CLTC
    The Corporation for Long-Term Care Certification, Inc.
    Apr, 2012
    - Oct, 2024

Experience

  • Cedar Wealth Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Founding Partner | Wealth Advisor
      • Mar 2019 - Present

      Attaining Your Financial Goals: this is what we work towards. We do this through our 3 step process.1. Deeply understand their goals2. Reverse engineer a custom step-by-step plan and processes to work towards this end3. Partner with You as we follow the plan

  • LPL Financial
    • Financial Services
    • Wealth Advisor
      • Jan 2016 - Mar 2019

  • Lincoln Financial Distributors
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Consultant & External Wholesaler
      • May 2008 - Dec 2015

      Consultant to the following firms- Merrill Lynch- Morgan Stanley- UBS- Wells Fargo- Raymond James- Edward D. Jones- PNC Bank- LPL Financial- Key Bank- Stifel Nicolaus

  • Comcast Cable
    • Financial Coordinator
      • May 2007 - May 2008

      Organized financial reports, maintained expense budgets, and created financial outlooks

Education

  • Taylor University
    -
  • American College
    -

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