David Setia CMFC℠
David is a highly experienced asset to our team, with a wealth of knowledge and qualifications. He holds a Chartered Mutual Fund Counselor designation and is licensed with Series 7, Series 63, and Series 65 through LPL Financial. With a bachelor's degree in finance from Radford University, he brings nearly a decade of expertise in the financial services sector, with a specific focus on assisting federal employees.
As a native of northern Virginia, David has a deep-rooted connection to the Federal Government. His upbringing in this environment, coupled with his father's impressive 35-year career at the U.S. Department of Agriculture, fueled his passion for specializing in serving federal employees. In 2015, he co-founded Capital Financial Planners, solidifying his dedication to this niche.
David plays a pivotal role in shaping our firm's investment strategy. He excels in helping clients unravel the complexities of retirement planning, understand the nuances of taxation, explore tax-avoidance strategies, and navigate the intricate world of estate planning. His unwavering commitment and extensive experience greatly enhance the comprehensive financial guidance we offer our clients.