Biography

David Appleby was born in Jackson, Michigan. He proudly served our nation in the United States Air Force and reserves for six years. David is a successful business man with a love of people and a heart to serve. David has lived in the Bradenton/Sarasota area for 30 years. David holds the ChFC(Charter Financial Consultant) & QFP(Qualified Financial Planner) designations that signify qualifications as a Financial Planner. The ChFC designation requires 33% of additional education than the CFP(Certified Financial Planner). David also holds the CLU designation which is the highest designation that a person can receive in the insurance industry. David has a well rounded eduction as a financial planner and investment advisor that includes Tax prepartion and advising experience, health insurance experience inclusive of issues involving medicare, Annuity experience, income distribution planning experience, life Isurance experience, and estate planning experience. David is very knowledgable in all types of safe money investments that allow your money to grow but you can't lose any principle.

David believes that each investor is unique and no single investment account is right for everyone. He believes it is essential to have every available investment and estate-planning tool at his disposal in order to benefit his clients. David will do whatever it takes to meet and satisfy the need of his client.

David's Education and Credentials

ChFC - Chartered Financial Consultant

CLU - Chartered Life Underwriter

QFP - Qualified Financial Planner

RFC - Registered Financial Consultant

CTS - Certified Tax Specialist

CSA - Certified Senior Advisor

Registrations and Licenses

Life, Health, and Annuity