David
Sheehan
CFP®
Here to act in your best interests
About me
I feel privileged to be your financial partner. I am here to help as your priorities change, or when “life happens,” by adjusting your plan to keep your goals in sight. If you are concerned about your financial future, call me anytime, I can help.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Science, Family Financial Management - Virginia Polytechnic Institute and State University
Master of Business Administration, Finance - Keller Graduate School of Management
Visit one of our Locations
Washington DC III - Fairfax
4000 Legato Road
8th Floor
Fairfax, VA 22033
Washington DC IV - Loudoun County
19775 Belmont Executive Plaza
Suite 530
Ashburn, VA 20147
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
