Edward Jones - Financial Advisor: David J Maupin, CFP®|ChFC®
Why pick this one
David J Maupin provides retirement, wealth, portfolio, and estate strategies and holds CFP® and ChFC® credentials.
Best for
- retirement savings planning
- retirement income planning
- portfolio reviews
- estate and legacy strategies
- introductory financial consultations
Specialties
- wealth strategies
- retirement savings strategies
- retirement income strategies
- portfolio reviews
- estate and legacy strategies
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
What makes them different
- David J Maupin holds MBA, CFP®, and ChFC® credentials
- Offers both retirement savings and retirement income strategies
- Provides estate and legacy strategies
- Branch office includes Bailey Irwin, a Sr. Branch Office Administrator with FPQP®
Distilled from this business's own website.
Contact & Location
- Address
- 1303 5th Ave W, Ste B, Hendersonville, NC 28739
- Phone
- 8285763839
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- david.maupin@edwardjones.com
Services
- financial advising
- retirement planning
- wealth planning
- portfolio reviews
- estate and legacy planning