Phone: 859.543.8188

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David B. Short

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David B. Short CFP®, CFS®, ChFC®, RICP®

Managing Partner, Financial Advisor

(859) 543-8188
(859) 619-6406
(859) 543-8242

Mr. David Short works with individuals and business owners to develop strategies and financial plans based on the needs of the 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.

A strong believer in continuing education Mr. Short has continued his education in financial services at The American College and the Institute of Business & Finance.  Mr. Short is a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial Consultant®, a Certified Fund Specialist®, and holds various other industry designations and licenses.  He also holds the MSFS (Masters of Science in Financial Services).

David Short is a December 2001 graduate of the University of Pikeville (formerly Pikeville College) earning a degree in Business Administration with an emphasis in Accounting/Management where he graduated with a 3.86 GPA.

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

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