David A Brounley, CFP®, ChFC, AIF, AAMS, CRPC

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David Brounley focuses on working with clients to create long-term, personalized financial plans while overseeing the implementation and monitoring of an agreed upon plan. David holds a B.A. Degree in Economics with a concentration degree in Financial Planning from DePauw University in Greencastle, Indiana. David’s office is in Arlington, Texas – a stone’s throw from Cowboy Stadium. He has been in the financial services industry for 25+ years and has held a variety of executive level positions as well as a financial advisory practice for individuals and business owners.

David holds licenses for FINRA Series 7, 63, 65 and 24 with LPL Financial and Valley Wealth Strategies. Additionally, David holds several industry certifications from the College for Financial Planning, Fi360 and the American College - including Certified Financial Planner®, Chartered Financial Consultant, Accredited Investment Fiduciary, Chartered Retirement Plan Specialist, Chartered Retirement Planning Consultant and Accredited Asset Management Specialist. David specializes in helping clients plan for Retirement and business’s looking to improve the benefit packages and retirement plans for their employees.

CRPS, CRPC and AIF Designations conferred by The College for Financial Planning

 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Valley Wealth Strategies, a registered investment advisor. Valley Wealth Strategies and Zuk Financial Group are separate entities from LPL Financial.

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