David Nielsen is an independent financial advisor with more than 20 year of experience in the financial services industry. He helps individuals, businesses, and charities achieve their financial, personal, and business goals. David seeks to act as a steward and uses biblical principles when advising clients.

David has obtained security licenses 6,7,24, 63 and 65. He has received multiple designations, including Accredited Estate Planner (AEP), Chartered Advisor for Philanthropy (CAP), Christian Financial Consultant & Advisor (CFCA), Chartered Financial Consultant (ChFC), Certified Senior Advisor (CSA), and Life Underwriter Training Council Fellow (LUTCF).

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