 | Biography ofDAVID S. WATERS, CFP, rhu, chfc, clu Business Address: 200 S. Broad Street, Suite 400 Philadelphia, PA 19102 Companies: President of Investment Planning Associates Vice-President of Professional Planning Associates Managing Partner of Great Oak Financial Inc. Education: Dickinson College: B.A. in 1978 Northeastern University: RHU in 1994 College of Financial Planning: CFP in 1988 American College: CLU & CHFC in 2001 Licenses: Insurance - Life and Health NASD - series 6 and 22 * LPL Investment Advisor Representative Current Practice: Business Insurance Planning Business Retirement Planning Employee Benefits College Financial Aid Planning Organization Affiliations: Philadelphia Estate Planning Council Million Dollar Round Table Philadelphia Association of Life Underwriters The Financial Planning Association Society of Financial Professionals National Association of Health Underwriters Additional Items: Author of numerous articles for Physicians News Digest and Life and Health Underwriters. Seminar provider to numerous hospitals for continuation of medical and business education. Study Group Leader for the Delaware Valley of Certified Financial Planners. Business Valuation Consultant to Financial Services Industry. Inducted into the Phoenix Home Life "Hall of Fame" in February 2000, for outstanding achievements in sales and service. Acquired Jersey benefit design in 2003. |
