Is the thought of paying $25,000 to $55,000/yr for college keeping you up at night? Do you wonder how you will ever overcome these bills and still be able to afford your current lifestyle?  Want to find ways to reduce the size of this “financial speed bump”, use other people’s money to pay for college and have the government help too?  We can help!  We help families with all of this and much more.  Many times, families save thousands, if not tens of thousands, of dollars off of the cost of education, resulting in reducing the financial stress and allowing them to enjoy their current lifestyle.

David Emery is one of the select few financial advisors to receive the designation of Certified College Planning Specialist (CCPS). This specialized technical training, combined with his financial background, results in clients efficiently using their resources and accessing other people’s resources, such as college endowment funds and tax strategies, to reduce education costs.  In addition to the CCPS designation, David also holds the Certified Financial Planner (CFP®) designation and is a Financial Life Planner.  Also, David is one of approximately 3,000 financial consultants who have obtained the designation of Certified Divorce Financial Analyst (CDFA™).  He helps divorcing clients reach an equitable distribution of martial assets and helps them discover their standard of living post divorce.  The unique combination of College and Divorce Financial Consulting, results in structuring divorce agreements which can save clients thousands of dollars off the cost of educating their kids.

David has been interviewed and quoted in many national and local news outlets including: The Dow Jones News Service, Newsweek, Chicago Sun Times, Money Matters TV, Parents Magazine, as well as local publications such as The Reporter, Bucks County Courier Times, and Central Bucks Chamber W4.
David holds a Bachelor of Science degree in Mechanical Engineering from Lehigh University and a Master of Business Administration from Baldwin-Wallace College.  He also holds NASD Series 7 and 66 as well as various insurance licenses.  David is a board member of the Financial Planning Association of the Philadelphia Tri-State area, and is the treasurer of the Briarfield Association--the Alumni Association of Psi Chapter of Chi Phi Fraternity.  David is also a member of National Institute of Certified College Planners (NICCP), Collaborative Family Law Affiliates, Association of Divorce Financial Planners, LeTip of Middle Bucks, the Central Bucks Chamber of Commerce, the Central Bucks YMCA, and Deacon of Lenape Valley Presbyterian Church.  He is married and has two children.

A GOOD tip: Individuals going through financial change in their lives, such as; birth of a child, graduation of a child, death, disability, inheritance, buying or selling a home, buying or selling a business, job loss, new job, part time job. This is always an important time to fully review your financial situation.