David earned his CFP^® certification in 1997 and has taught classes on retirement planning since 1992 at such institutions as Hillsborough Community College, St. Petersburg College and Manatee Community College as part of the adult education programs, as well as the employees of Pinellas County and such companies as Progressive Insurance, Transitions Optical, etc. He founded Kahn Financial Group in 1999 and aligned with Raymond James Financial Services in that same year, to be able to provide comprehensive financial planning to people approaching or in retirement.