Phone: 859.543.8188

Client Login

David B. Short

Photo of team member
David B. Short CFP®, CFS®, ChFC®, RICP®

Managing Partner, Financial Advisor

Phone: 
(859) 543-8188
Mobile: 
(859) 619-6406
Fax: 
(859) 543-8242

Mr. David Short works with individuals, as well as business owners, to develop strategies and financial plans based on the needs of his clients.  He specializes in investment planning, asset allocation, risk management, retirement planning, insurance planning, education planning, social security planning, estate planning, and comprehensive financial planning.

David is a graduate of the University of Pikeville (formerly Pikeville College) where he earned his degree in Business Administration with an emphasis in Accounting/Management.

A strong believer in continuing education, David advanced his education in financial services at The American College and The Institute of Business & Finance.  David is a Certified Financial Planner™, a Chartered Financial Consultant®, a Certified Fund Specialist®, and he holds various other industry designations and licenses.  David also holds the MSFS (Masters of Science in Financial Services).

In his spare time, David enjoys spending time with his family, reading, attending church, and taking walks with his Cavalier King Charles Spaniels, Harley and Mason. David and his wife, Tonya, have two daughters and a cat named Peyton.

 

Investments & Financial Planning, LLC., 1795 Alysheba Way, Suite 7104, Lexington, Kentucky 40509 | Office  859.543.8188 | Fax 859.543.8242

Sitemap | Legal, Privacy, Copyright and Trademark Information

Investments & Financial Planning, LLC is an independently owned Registered Investment Advisor.  Securities offered through Securities Service Network, Inc., Member FINRA & SIPC  

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.  Investments products and services available only to residents of: Arkansas, Florida, Georgia, Indiana, Illinois, Kansas, Kentucky, Missouri, Maryland, New York, North Carolina, Ohio, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington.

 

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved