David Emery, CFP™, CDFA®

David A. Emery is a Certified Financial Planner™ practitioner and has provided wealth management and financial planning services to clients in the Philadelphia area since earning his certification in 2003. Dave holds his Certified Divorce Financial Analyst (CDFA®) designation, in addition to his CFP™ certification.

Dave has a Bachelor of Science in Mechanical Engineering from Lehigh University and Masters of Business Administration from Baldwin Wallace College in Berea, Ohio. Prior to entering the financial planning profession, Dave was employed by The Torrington Company, a division of Ingersoll Rand. He transitioned to a career in financial planning in 1997, gaining experience at both Prometheus Capital Management Corporation and at Univest Bank & Trust Company.

Dave specializes in family issues of college planning and divorce planning. His experience helps families reduce the cost associated with educating their children and helps divorcing clients understand the equitable distribution of marital assets and the financial challenges which can result from divorce.

Dave has served on the board of the Philadelphia Area Chapter of the Financial Planning Association, and has been an active member of the Association of Divorce Financial Planners, the Bucks County Estate Planning Council and the National College Advocacy Group. In addition, he has served on the alumni association board of Lehigh University’s Chi Phi fraternity, and on the board of C.B. Cares, a non-profit organization focused on the betterment of Central Bucks County’s youths. He has also served as an Elder of Lenape Valley Church.

David Emery, CFP™, CDFA®
Phone: 215-709-5100
Email: dave@planningcapital.com
Address: 68 East Court Street, Doylestown, PA 18901 - Cell: (215)622-3377
Practice Areas:
Financial Specialist