David J. Blount, CFP®

David J. Blount, CFP®, founded Investment & Insurance Planning Services, LLC in 2005.  Prior to founding his own company, he worked for Calton & Associates and The MONY Group.  He earned one of the most respected financial planning designations, CERTIFIED FINANCIAL PLANNER™, in 2007, allowing him to provide a broad range of financial advice.  He believes that getting to know the person and building trust in an advisory relationship are key to meeting client satisfaction. 

David completed his undergraduate studies at Troy State University, where he graduated summa cum laude.  Prior to that, he spent nine years in the United States Coast Guard, earning various recognitions, including Sailor of the Quarter, the Coast Guard Achievement Medal and a NATO Medal.  David has served as the guest financial expert on Orange Television's "Adult Lifestyle Magazine Show," and frequently provides financial and retirement planning workshops.  He currently serves as the vice president of the Seminole Health & Human Services Network (SHHSN).  Originally from Lincoln, R.I., he now resides in Oviedo, FL, with his wife, Michelle, and their two children.  With his family, he enjoys fishing, traveling, attending Northland Church, and coaching youth sports.    

  

             Licenses / Affiliations

  CERTIFIED FINANCIAL PLANNER™
  FINRA Series 6, 7, 63, 66 Registrations
  Life, Health, and Variable Products
  Financial Planning Association
  Seminole Health & Human Services Network