Creative Planning
- David Burgess
DB
David Burgess
Principal / Wealth Manager at Creative Planning
David Burgess, CFA, CFP® is a Principal and Wealth Manager at Creative Planning LLC, where David has been working since February 2014. Prior to that, David served as Vice President at Freed Advisors from August 2010 to February 2014. David holds a BS in Economics-Finance from Bentley University and also attended Georgetown University in 2008.
Timeline
Principal / Wealth Manager
March, 2021 - present
Wealth Manager
February, 2014
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