David Crispin passionately serves Physicians, Faculty Members, and Business Owner clients, facilitating financial success through a comprehensive planning process, lifelong education and continuous strategy review.
David is a CERTIFIED FINANCIAL PLANNER™ professional and earned the designation of Chartered Special Needs Consultant. He graduated from the Kenan Flagler School of Business at UNC Chapel Hill and received his financial planning certificate from the American College of Financial Services.
Outside of the office, David along with his wife, Erin, enjoy spending time outdoors and on the farm with their pets: Salem, Adora, Maui, and Angus.
