Hey, I'm Dave! 🏳️🌈 (he/him)
Hello there! 👋 I'm David Frank, CFP®
If you're anything like me, you have trouble deciding between attending a silent meditation retreat and a conference on advanced tax planning strategies. They both sound incredibly engaging and rewarding!
Ok... perhaps you're not quite like me. And that's sorta the point.
Having worked in corporate finance for over twenty years, I've learned that finance has a lot more to do with psychology than it does with numbers. Which works for me, because I’ve always loved psychology. And I find the world of finance, accounting and spreadsheets equally enthralling. I'm super jazzed I get to work in a profession which allows me to engage with both these fields.
I started Turning Point for reasons that might sound familiar. I wanted to pursue meaningful work that I was passionate about. And I wanted to make a real difference in the world by helping people with an important aspect of their life.
I've earned an MBA and a certificate in personal financial planning. I've worked in investment banking, corporate finance and corporate strategy. Throughout my corporate career, I’ve been the go-to person to translate complex financial products, contractual language and tax regulations into clear, complete and concise recommendations. I’m excited that I now get to bring this same clarity and rigor to the world of personal finance.
If you want to learn more about my professional background, you can check out my LinkedIn profile!
PS: I respond to both Dave and David... and even to Frank, so you don't have to sweat the details of what to call me. 😎