Skip to main content

  •  Tel: (302) 366-0366
  •  E-mail: service@dsfg.com
  •  
  •  

  • Home
  • About Us
    • Our Company
    • Our News
    • Our Process
    • Our Team
  • Our Services
    • Individuals
    • Businesses
    • Medical Professionals Division
    • Legal Professionals Division
  • Account Access
  • Resources
    • White Papers
    • Our Calendar
    • Useful Websites
    • Economic Calculators
  • Contact
  • Join Our Team 
    • Why Women Are a Natural Fit

Safety Guidelines in Place in Response to COVID-19. Read more …

    You are here

  1. Home
  2. David Tate

David Tate

Photo of team member
David Tate, CFP®, ChFC®, CBEC®
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. David is a CERTIFIED FINANCIAL PLANNER™ professional and has earned his 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.  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 30 years and together they have three sons.  Caleb is a recruiter and Daniel is a social worker.  Andrew serves in the Pennsylvania Air National Guard while pursuing a business degree in college.

Financial advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

mdrtlogo_bios.jpg  

 

 

 
 
 
 
 

Our Team

bbb logo.jpg

121 Continental Drive, Suite 110, Newark, DE 19713 United States
  •  Tel: (302) 366-0366
  •  Fax: (302) 454-9405
  •  service@dsfg.com
200 E. State Street, Suite 303, Media, PA 19063
  •  Tel: 610.565.9550
  •  Fax: 610.892.0822
  •  service@dsfg.com
  •  
  •  

UD Blue Hen 17&43 Award is based on eligibility and selection criteria created and maintained by the University of Delaware.  Working with this firm is not a guarantee of future financial results.  Investors should conduct their own evaluation.

Fastest 50 Award is based on a three-year average (2016, 2017, 2018) of steady and/or significant employee and revenue growth. Working with this firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

DSBC Blue Ribbon Award for Best Professional Company is granted based on the firm's involvement with the local chamber of commerce. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. 

Diamond State Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Diamond State Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Diamond State Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

121 Continental Drive, Suite 110, Newark DE 19713.  (302)366-0366 2953023 DOFU 06/2020

© 2021 Diamond State Financial Group. All rights reserved.

Website Design For Financial Services Professionals