David Winer is the President and principal planner at Elders Financial LLC. He entered the field of financial services in 1988. He has an undergraduate degree in Sociology and an MS in Marketing.
David has more than 25 years insurance, 18 years retirement planning, and seven years securities experience. He completed Certified Financial Planning courses at PDI Institute, Dallas, Texas.
Since 1994, David
has focused on providing a financially conservative, reduced risk
approach to his clients. Emphasis is given to investment safety,
liquidity, and potential tax reduction. David was born and raised in
Wisconsin, and has made his home in Plano, Texas with wife and family since 1981.
All products are provided by A. M. Best, highly rated insurance companies. Product features, endorsements, issue ages or riders may not be available in all jurisdictions. Limitations or restrictions may apply. Before purchasing or considering any policy, you should obtain competent tax and legal advice as to suitability of the product in question. Insurance products are not FDIC/NCUA Insured, not deposit of a bank, not insured by the Federal Government
TX Ins. Lic. # 817209