A legacy of excellence
David M. King Associates is much more than a name or even a single person, it is a group of capable, committed financial professionals who work together to help clients plan for every aspect of the "big picture" on their own terms.
We're proud to follow in the footsteps of our founder and namesake, David King, who set a standard of excellence as the first Certified Financial Planner™ professional in the state, helping to create the rules that govern the highly respected CFP® designation still today. He went on to become chairman at three major financial planning organizations: The Institute for Certified Financial Planners, The College for Financial Planning and the Certified Financial Planner Board. We honor his planning and service legacy in the work we do each day on behalf of our clients.
"It's quite unique and truly wonderful that we all want to work together to perfect the original values established back in 1974: exceptional planning, client service, attention to detail and an enduring passion for what we do."
– Roger Schenewerk, President
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.