David Tate

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.}