David Younis, CFP®

Director of Financial Services at Allied Financial Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Rochester, New York Metropolitan Area

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Credentials

  • Certified Financial Planner
    -
    Jan, 2009
    - Nov, 2024

Experience

  • Allied Financial Partners
    • United States
    • Accounting
    • 1 - 100 Employee
    • Director of Financial Services
      • Dec 2013 - Present

      Full service financial planner specializing in complex, cross disciplinary financial planning solutions. Full service financial planner specializing in complex, cross disciplinary financial planning solutions.

  • Lincoln Financial Advisors
    • Financial Planner
      • Jun 2003 - Nov 2013

      Full service financial planner specializing in complex, cross-disciplinary financial planning solutions. Full service financial planner specializing in complex, cross-disciplinary financial planning solutions.

Education

  • The American College of Financial Services
    CFP® Certification Curriculum, Financial Planning
    2007 - 2009
  • SUNY Geneseo
    Bachelor of Science, Business administration concentrating in finance
    1999 - 2003

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