David Duff, CFP®

Financial Advisor

David is a CERTIFIED FINANCIAL PLANNER™ Professional . He has extensive knowledge of laws, rules, and regulations involving tax deferred savings plans as well as the NC State Retirement program for public school employees. He is a member of the Greensboro chapter of the Society of Financial Service Professionals. Passionate about financial literacy, David provides educational seminars to educators and other groups to help people pursue their financial goals. He can help you devise a personalized financial plan tailored to your unique situation, goals, and needs. He enjoys back-packing, sailing, and teaching junior sailors. David holds FINRA Series 6, 63, 65, and 7 securities registrations and is licensed to sell Life and Long Term Care in North Carolina.  

Phone 336-908-9754
Fax 704-986-2578