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Cfp David Duncan
Cfp David Duncan
Executive Chairman and Chief Investment Officer | Duncan Financial Group
Pennsylvania, United States
Cfp David Duncan
Summary
David Duncan is a seasoned executive in the financial services sector, currently serving as the Executive Chairman and Chief Investment Officer at Duncan Financial. With a wealth of experience in investment management, he has a keen understanding of market dynamics and strategic asset allocation. David is known for his innovative approach to financial planning and investment strategies, which has positioned his firm as a leader in the industry. His leadership style emphasizes collaboration and mentorship, fostering a culture of growth among his team. David is also passionate about educating clients on financial literacy and investment opportunities. He has built a reputation for integrity and excellence in service delivery. Despite the challenges of the financial landscape, he remains committed to driving sustainable growth for his clients and the organization. David's insights into emerging trends make him a sought-after speaker at industry conferences.
Cfp David Duncan
Work Experience
Executive Chairman and Chief Investment Officer at
Duncan Financial Group
June 1979 - Present
Executive Chairman And Chief Investment Officer at
Duncan Financial
Present
Investment Advisor Representative at
Cambridge Investment Research, Inc.
January 2011 - January 2013
Cfp David Duncan
Education
College for Financial Planning, Certified Financial Planner
January 1983 - January 1985
Point Park University, Bachelor Of Business Administration (B.B.A.)
January 1975 - January 1979
Norwin Area High School
January 1972 - January 1975
Frequently Asked Questions about Cfp David Duncan
What is Cfp David Duncan email address?
Cfp David Duncan's primary email address is *******@duncangrp.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp David Duncan work for?
Cfp David Duncan is a Executive Chairman and Chief Investment Officer at Duncan Financial Group, a company specializing in Agencies, Brokerages, & Other Insurance Related Activities.
Where Cfp David Duncan graduated from?
Cfp David Duncan holds a degree in Financial Planning And Services from College for Financial Planning.
How can I directly contact Cfp David Duncan?
To contact Cfp David Duncan directly, you can use the email address *******@duncangrp.com. Complete contact information is available upon registration with Muraena.
Who is Cfp David Duncan?
David Duncan is a seasoned executive in the financial services sector, currently serving as the Executive Chairman and Chief Investment Officer at Duncan Financial. With a wealth of experience in investment management, he has a keen understanding of market dynamics and strategic asset allocation. David is known for his innovative approach to financial planning and investment strategies, which has positioned his firm as a leader in the industry. His leadership style emphasizes collaboration and mentorship, fostering a culture of growth among his team. David is also passionate about educating clients on financial literacy and investment opportunities. He has built a reputation for integrity and excellence in service delivery. Despite the challenges of the financial landscape, he remains committed to driving sustainable growth for his clients and the organization. David's insights into emerging trends make him a sought-after speaker at industry conferences.
Cfp`s contact details
*******@duncangrp.com
Colleagues
VP Sales
Director, Plan Administration
Chief Risk Officer (CRO)
Independent Contractor
President - Duncan Insurance Group
Senior Vice President