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New Year Client Updates



David J. Blount, CFP®

LPL Financial Advisor


We trust you had a delightful holiday season and are smoothly transitioning into the New Year! We’re thrilled to share some updates with you that aim to enhance our service delivery on your behalf.


Firstly, we extend our heartfelt gratitude for your unwavering support in referring new clients, entrusting us with your business, and reaching out whenever you require service. We had a remarkable year in 2023, welcoming ten new clients and fulfilling hundreds of service requests. To accommodate this growth, we’ve expanded our team, details of which we’ll share below. We’d like to take this opportunity to warmly welcome our new clients and express our sincere appreciation for your business.


Rohan Rashid

Many of you are already acquainted with Rohan, who has been our dedicated client service specialist for over two years. We’re delighted to announce that Rohan, having passed all his licensure exams, will transition into an advisor role effective this January. He will assist me in catering to your financial planning and investment management needs. Rest assured, any meeting assigned to Rohan will have been discussed with me, particularly regarding recommended investment changes or planning considerations on your behalf.


Fendy Andujar 

Many of you have already interacted with Fendy. She joined us in late August and will be assuming Rohan’s responsibilities as client service manager and executive assistant. Fendy has proven to be a quick learner and will be available to address all our client service requests.


Please utilize our office phone or email for service requests and account inquiries. This ensures prompt attention to your inquiry as the email will reach all of us. For compliance reasons, we kindly request you refrain from texting me about service requests or account inquiries; we prefer communication via email or phone. 


For planning questions, feel free to call or email either me or Rohan.

Office Email: service@davidblountiips.com   

Office Phone: 407-542-3249


Important Numbers

Click here for our annual List of Important Numbers. This includes updates on retirement plan contributions, tax rates, tax deductions, and other vital financial planning information. Please let us know if any item stands out as a planning consideration that we can address together this year and feel free to share this with anyone who might find these details useful. 

 

Our primary objective is to provide you with a high level of service and advice that is tailored to your individual financial planning goals. We welcome any suggestions you may have to help us achieve these goals. Your input on how we can improve is always appreciated.

 

About David

David is President and CEO of Investment & Insurance Planning Services, LLC (IIPS), an independent and fee-based firm that helps clients establish their financial goals and creates custom financial plans to help them pursue those goals. They specialize in working with pre-retirees, individuals in a career transition, L3Harris engineers, and JetBlue pilots. David’s motivation comes from seeing his clients pursue their goals. He says, “It’s very rewarding to help people make successful transitions from one career to another, start a small business, or retire.” 


David received his bachelor’s degree from Troy University, and prior to becoming a financial planner in 2000, he had a nine-year career in the United States Coast Guard. He obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2007. He has served as the guest financial expert on Orange Television’s Adult Lifestyle Magazine Show and frequently provides financial and retirement planning workshops. Outside of work, he enjoys spending time with his wife, Michelle, their two kids, Ryan and Alana, their dog, Jack, and visiting with friends. An avid outdoorsman, he enjoys fishing, hiking, exercise, and as a committed person of faith, he enjoys attending church and is passionate about helping people in his community. To learn more about David, connect with him on LinkedIn.


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