David Simpson CFP®, ChFC®
Certified Financial Planner
Chartered Financial Consultant
LPL Financial Advisor
Life Insurance Agent
IRS Enrolled Agent
Chartered Financial Consultant
LPL Financial Advisor
Life Insurance Agent
IRS Enrolled Agent
David Simpson, CFP®, ChFC®, IRS Enrolled Agent, Financial Advisor, Life Insurance Agent. He received his Bachelor of Science in Accounting from the University of Southern California. He has been preparing income tax returns full-time since 1995. In addition, David is enrolled to practice before the Internal Revenue Service (Enrolled Agent). David holds his series 7,63 & 66 through LPL Financial and has also received his Variable Life Insurance license. His integrity, business experience and investment experience coupled with an extensive tax background provides a valuable resource tool for individuals and small business owners.
