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Hi, I'm David Fay. As your service provider, we can work together with you to increase your confidence about your overall financial wellbeing. My goal is to help you plan for the unexpected and protect your future. Getting to know you and the things that are most important to you will help us customize your financial plan to fit your specific needs. I hold FINRA Series 7, 63 & 65 licenses. I have also completed various leadership classes and numerous corporate sponsored professional development programs throughout my career.
In terms of civic leadership and involvement, I have invested time and resources throughout my career across a multitude of organizations including the following:
Prior to relocating to Arizona in 2001, I served in several managerial and civic roles in Dallas, Texas. I was the recipient of numerous recognition's and awards including the prestigious “President’s Award” for “Outstanding Sales Achievement” at jobs.com. I also earned the National Representative of the Year award while with ALK Laboratories. Throughout my twenty-five-year professional career, I have handled a diversity of high-profile finance, management, sales and marketing, and human resources responsibilities.
I have two children, eleven and thirteen.Give me a call today to learn how I can help you plan for your future.