Cfp® David Dickman

David Dickman, CFP®, has extensive work experience in the finance industry. David started their career as a Financial Advising Intern at Valeo Financial Advisors LLC in 2017. In 2018, they worked as a Summer Analyst at JPMorgan Chase & Co. David then joined JPMorgan Chase & Co. again in 2019 as an Analyst and held this position until 2022. Currently, they are working at Rothschild Investment LLC, starting as an Investment Associate in 2022 and subsequently being promoted to Vice President in 2023.

David Dickman, CFP®, holds a Bachelor of Science degree in Finance, General from Indiana University Bloomington. David also graduated from Cathedral High School in Indianapolis, IN. In addition to their educational background, David Dickman has obtained the CERTIFIED FINANCIAL PLANNER™ Professional certification from the CFP Board in August 2023.