David Shober
the vision
Introduction
David has worked with thousands of clients from all parts of the country over the years to help bring structure and balance to their financial lives.
Your Goals:
Your goals say a lot about you. They reflect your value system and your personal philosophies on life, family, giving, making an impact. Not reaching your goals is deeply frustrating. Not having goals is deeply disorienting.
Making your goals a reality:
Achieving your goals is very doable. But people somehow manage to get in their own way! Either they float around with no plan, making their financial decisions on the fly. Or, they lose sight of the prize and get distracted by irrelevant billboards or technical details. Not having a financial plan will delay your goals, costing you more time and more money, or perhaps worse – not achieving your goals at all. Having a plan will enable you to articulate your personal goals, remove any financial inefficiency from your finances, and maximize all you resources – helping you reach your goals as quickly as possible.
Our method of helping clients reach their goals:
Organize, Strategize, Maximize™
Your finances can be organized, strategized and maximized, and the process can be simple, neat, rewarding, and fulfilling. Let our team of fiduciary financial planners help you Organize, Strategize, Maximize™ your financial life.
Organize, Strategize, Maximize™
Overview And Experience
As a lifelong resident of Maryland, David has lived for the last 20 years in Germantown and graduated high school from nearby Seneca Valley. He has a business degree from Montgomery College. In his spare time he enjoys spending time with his wife and 2 sons. He is also an avid S.C.U.B.A. diver and along with his brother has visited some of the most spectacular dive sites in the world.
David Shober is an Investment Advisor Representative with Osaic Wealth, Inc. and has been an Investment Advisor since 2001. He currently holds Series 66 and Series 7 licenses as well as life, health and long-term care insurance licenses.
“I believe in developing and maintaining a solid relationship based on trust and integrity to help my clients achieve what’s truly important in their lives.”
Using the most sophisticated financial planning tools currently available David assists his clients with the following:
- Investment management
- Cash flow analysis
- Retirement planning
- Estate planning
- Insurance assessments and planning
- College planning
Let our team of fiduciary financial planners help you Organize, Strategize, Maximize™ your financial life.
over 30 years of experience