As founder and president of DJS Financial, David oversees the integration of comprehensive financial planning and portfolio management into cohesive, client specific strategies. His approach emphasizes long-term discipline, risk awareness, and alignment with each clients objectives.
With more than 30 years of industry experience, David brings the perspective required to navigate increasingly complex markets and evolving financial landscapes. He works closely with clients to provide clear guidance across all stages of wealth accumulation, preservation, and distribution.
David earned his A.B. in Economics and Business from Lafayette College and completed the CERTIFIED FINANCIAL PLANNER® exam curriculum at the American College of Financial Services. He holds the FINRA Series 6, 7, and 63 securities registrations.
He resides in Plainfield Township, Pennsylvania, with his wife, Lori. In his spare time, he enjoys hiking, biking, and a wide range of sports. His passion is participating in scramble golf, especially when he can tie it to supporting local charitable initiatives.