David Allred

David Allred, CWS® CRPC®, is the Vice President of Client Acquisition and Head of Retirement Consulting at Fisher Retirement Solutions, where they lead efforts to enhance 401(k) and retirement outcomes for small and mid-sized businesses. With over 19 years of experience in financial services, David has excelled in retirement planning, wealth management, and investment consulting. They have held various leadership roles across notable firms including Morgan Stanley, E*TRADE, and Charles Schwab. Additionally, David is the Principal of the Allred Hearts Bleed Foundation, which focuses on fostering financial and physical security in communities. They hold multiple certifications, including a Bachelor of Science in Business from Western Governors University and are actively pursuing further credentials in financial planning.