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David Dorow, ChFC®, AWMA®, AAMS®, CLU®
Clients come to Dave, Vice President of Resource Strategies, for insight and wisdom regarding all things financial. He brings over 18 years of experience to these conversations across a wide breadth of financial disciplines. As a key member of the Resource Strategies’ Strategic Thinking Team, Dave and Keith have been brainstorming multiple strategies for nearly 15 years, debating pros and cons and ultimately arriving at a well-rounded consensus of recommendations specific to the client scenario at hand.
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Chartered Financial Consultant (ChFC®) Professional Designation awarded by The American College, Bryn Mayr, Pennsylvania |
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Accredited Wealth Management Advisor (AWMA®) Professional Designation awarded by The College for Financial Planning, Denver, Colorado |
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Accredited Asset Management Specialist (AAMS®) Professional Designation awarded by The College for Financial Planning, Denver, Colorado |
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Chartered Life Underwriter (CLU®) Professional Designation awarded by The American College, Bryn Mayr, Pennsylvania |
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Securities Licenses 7 & 63 |
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Commercial & Residential Property & Casualty Insurance License |
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Life, Health and Annuity Insurance Licensed |
A native Ohioan, Dave currently serves on his local Zoning Commission. |
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