David Tate-min

David Tate CFP®, CBEC®, ChFC®

Senior Associate | Wealth Manager

David is a Financial Advisor at Diamond State Financial Group and a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.  He earned his Life and Health insurance licenses and his Series 7 and 66 registrations. He has also earned his CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant and Certified Business Exit Consultant certifications.  David graduated from Vanderbilt University majoring in both Economics and English.  He went on to obtain a Master of Divinity at Westminster Theological Seminary.  He then served in pastoral ministry in two congregations in southeastern Pennsylvania for over 25 years while also pursuing a Doctor of Ministry at Princeton Theological Seminary. 

David works closely with individuals, couples, organizations, and small businesses to provide short and long term comprehensive financial services based on solid research and informed choices. His services include investment strategies, retirement strategies, tax strategies, protection strategies, estate planning strategies and a strong emphasis on understanding your current financial situation.  David's commitment is to build long term relationships with his clients that create a solid foundation for today and a clear strategy for the future.  David is also supported by a team of specialists from all disciplines.

A native Floridian, David has lived in southeastern Pennsylvania since 1989.  He invests in his community as a volunteer with the special needs ministry of his church.  He also preaches monthly in a local congregation. David has been married to Cindy for over 30 years and together they have three sons.  Caleb went to Belmont University in Nashville, TN,  and works as a recruiter in Chester County.  Daniel has a degree from Pepperdine University in Malibu, CA, and he also works as a recruiter.  Andrew is a student at West Chester University and serves in the Pennsylvania Air National Guard.  When he’s not working you will find David bicycling in Chester county farm country or scuba diving in the Caribbean.