David Binns-Loveman, CFP®, RICP®
A former information technology consultant and mechanical engineer, David began his financial services career in 2005. A passion for financial planning led David to become a CERTIFIED FINANCIAL PLANNER(tm) professional in 2011. As a CFP® professional, David takes a holistic approach to working with his clients' total financial circumstances, and offers a broad range of options for both individual and business needs. Also in 2011, David earned a Certificate in Retirement Planning from the Wharton School of Business at the University of Pennsylvania, and was awarded the related Equitable Advisors title of Retirement Planning Specialist. He has worked with many retirees and near-retirees to help them plan for a successful retirement
As a biological and adoptive father of four, David especially enjoys working with families to address their total financial needs, including insurance, retirement, and college education planning.
David resides in Roanoke with his wife, Dr. Karen Binns-Loveman, and their four children, and is an active member of Saint Mark's United Methodist Church in Daleville, Virginia, serving in the music and children's ministries.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
California Insurance License #: 0F74731
Securities
and investment advisory services
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212-314-4600), member
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as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.