Capital Management, LLC

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David founded Capital Management, LLC in 1980 and has worked in the financial services industry for over 36 years. He has been actively involved in helping hundreds of individuals plan for their financial futures. David holds memberships with the Institute of Certified Financial Planners and the International Association for Financial Planning. David is a 1970 graduate of Guilford College. He received the CFP designation in 1980 and will soon complete his Master of Science in Personal Financial Planning.Through his work at Capital Management, David has taught workshops and financial courses at various institutions in the area. He has also developed educational workshops on financial planning for corporate executives and management. David’s book, The Great American Myth, will soon be released. David stresses that financial planning is an ongoing process, not a one-time set of circumstances. Understanding his clients' needs and integrating them with the complex planning techniques gives him the ability to work with clients in a clear and successful manner.

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