Our Firm
As a CERTIFIED FINANCIAL PLANNER™, we pride ourselves on being independent and fee-based. This allows us to work with you to find the financial plan that best meets your unique needs, rather than being limited to one company's products and services. We believe that this focus on your individual goals and interests is the key to a successful financial future. Together, we can explore all of the options available to you and work toward pursuing your financial goals. Our mission is to earn your trust and confidence through our expertise and commitment to excellence.
David Blount
Meet The Team
David J. Blount
President & CEO
CERTIFIED FINANCIAL PLANNER™
David had a nine-year career in the United States Coast Guard prior to becoming a financial planner. He started his career in financial planning in 2000. He is happily married and enjoys spending time with his wife Michelle, two kids Ryan and Alana and their dog Jack. He is an avid outdoorsman, committed person of faith and is passionate about helping people with their financial planning.
Rohan Rashid
CERTIFIED FINANCIAL PLANNER™
Born and raised in Fort Myers, Rohan brings a thoughtful, client first approach to financial planning, blending technical expertise with a down to earth, personable style. After earning his finance degree from the University of Central Florida, he joined our firm in 2021 and has been committed ever since to helping families gain clarity and confidence in their financial lives. Now a CFP®, Rohan focuses on simplifying complex topics, building genuine relationships, and creating tailored strategies that support clients through every stage of life. Outside the office, he’s known for his curiosity, love of travel, and dedication to fitness.
LPL Financial
At Investment & Insurance Planning Services, we partner with LPL Financial to provide custodial and supervisory services to our firm and many of our client accounts. We also partner with other financial institutions on a case-by case basis. You can rest assured that no matter what your funds will be held with highly rated financial institutions.
