David Tate
David Tate, CFP®, ChFC®
Senior Associate | Wealth Manager
Phone:
(302) 366-0366 x137
E-mail:
david.tate@dsfg.com Our Mission
Financial Life Plans for today with a clear vision for tomorrow.
Expertise
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™ and Chartered Financial 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. 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.
Personal
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 participates in the MS Bike to the Bay with other colleagues from Diamond State. David has been married to Cindy for almost 30 years and together they have three sons. Caleb is studying business at Penn State University and Daniel has a degree in psychology from Pepperdine University in Malibu, CA. He now works as a social worker in Philadelphia. Andrew just graduated high school in southern Chester County and now serves in the Pennsylvania Air National Guard.
