David Herbeck has over 25 years of financial services experience. He works with his clients to identify and plan their financial goals. Although many advisors offer investment and wealth management services, David's unique background in taxation and a wide variety of financial issues give him experience that few other financial advisors have. He has developed a specialty in working with retiring and retired investors, ages 50 and older, plan for the future. His focus is on a client's entire financial picture and goals.
A graduate of Lakeland College with a B.A. in Accounting, David began his career as a CPA in Wisconsin. Since then, he has obtained both a Chartered Financial Consultant (ChFC) designation from the American College in Bryn Mawr, PA and the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants.
David and his wife, Debra, have been married more than 30 years. They have two daughters, Ashley and Brittany.
When David isn't helping clients reach their financial goals, he can be found on the lake fishing, on the golf course or at a Minnesota Gopher football game.
Series 7 and 63
MN Health and Life Insurance Licensed
Career Notes and Affiliations:
-American Institute of Certified Public Accountants (AICPA)
-Personal Financial Specialist (PFS) through the AICPA
-Minnesota Society of Certified Public Accountants – past chair of the Personal Finance Planning Conference Committee
-Financial Planning Association (FPA)
-Northwest Suburban Optimist Club – five term past president and current board member
-Author of An Act of Love, Preparing Your Spouse for Life Without You
-Instructor of retirement planning courses in the community