As a CFP®® certification holder, David holds proficiencies in wealth accumulation and management, wealth transfer, retirement income planning, college planning, and business planning. He is a second-generation CFP®® having worked with his mother, Kathleen A. Shave, CFP®® as she entered her retirement years. 

David offers complete and holistic financial planning for new clients, as well as clients that have been with the Shave family for over 30 years.