David Wernli

David Wernli

Providing a New Perspective on Retirement Planning

David understands how important perspective is for people preparing to retire. A veteran financial planner and former planner for Dean Witter, David left the corporate world to focus his skills and make a bigger impact in the lives of others. By specializing in the needs of business owners and professionals, he is able to improve the level of services he provides and better serve his clients unique needs. Not content to be consigned to a limited range of products and services, David decided to serve his clients needs as an independent financial consultant with LPL Financial.

As an LPL independent financial consultant, David researches and offers objective, comprehensive financial guidance based on the unique goals and objectives of individuals and families. He works closely with area professionals to help them define their goals. By keeping them informed and involved, he provides a specialized level of service and accessibility.

My focus with clients is to clearly explain the intricate process of effective retirement planning, so they can make educated choices.

Going Any Distance to Address Client Needs

David loves the outdoors and brings the same energy, focus and passion to his work with clients as he does to his favorite pastimes€”running, paddle boarding, biking, scuba diving, fishing and kayaking.

Possessing an innate attention to detail, David provides each client with a complete and detailed financial picture. Hes dedicated to going above and beyond to analyze his clients financial situations and provide them with a new perspective on their financial future. He thoroughly explains their options and helps them create comprehensive strategies.


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