David Haraway, CFP®, CRPC®, RICP®, EA



David has 29 years of experience as a CERTIFIED FINANCIAL PLANNER™. Before that he spent six years as an engineer in the oilfield. His time in that industry was a foundational experience; he learned the value of careful preparation and hard work in potentially dangerous situations. This has helped him in unexpected ways during the handful of challenging markets we have experienced.

He has remained sharp over the years earning his MBA, the Chartered Retirement Planning Counselor (CRPC®), the Retirement Income Certified Professional (RICP®) and Enrolled Agent designations. 

As a teenager, he suffered a life-threatening bicycling accident. Putting the pieces together he came to appreciate that each of us possesses the ability to succeed on our own merits if we are coached by a caring individual whom we trust.

Self-sufficiency might become increasingly important in the coming years as government programs and resources dwindle. With discipline and training, each of us can employ well-established techniques to ensure that have our own resources to support ourselves. He cares very much about his clients and makes every effort to promote their success.

When he's not in the office, he's running with his dog, sailing in the Caribbean with friends or daydreaming about it.