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David J. Taylor,
CFP®, C3DWP®, CAP®
Financial Planner – Member FINRA, SIPC |
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Diefendorf Capital
152 Forest Ave.
Locust Valley, NY 11560 |
| phone: 516-759-3900 Ext. 1008 |
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| fax: 516-759-3928 |
email:
David@DiefendorfCapital.comThis e-mail address is being protected from spambots. You need JavaScript enabled to view it
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| website: https://www.DiefendorfCapital.com |
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| David Taylor As a professional soccer player in England, David was recruited to the USA to play for Hofstra University. After graduating from Hofstra in 2001 with a degree in psychology, David filled the position at DCPA of Broker Dealer Liaison and Investment Service Representative. He went on to obtain his MBA in finance from Hofstra in 2005. In 2006, David completed the Accredited Asset Management Specialist (AAMS) program from The College for Financial Planning. In addition, he has completed his Certified 3 Dimensional Wealth Pradtitioner (C3DWP) designation and is graduate of the CFP program from Boston University and has attained the Certified Financial Planner (CFP) designation. David has developed into a Client Relationship Manager at DCPA and is a member in the Advisors in Philanthropy. In 2011, he attained the designation of Chartered Advisor in Philanthropy (CAP) from the American College. David is a registered principal representative of Sterling Monroe Securities, LLC (Series 7, 53, 63, 66 & 24) and a Registered Fiduciary (RF). |
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| Another IBO member you might find helpful Ken Dillenbeck IBO’s Accountant |
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