David Feeley

Background

About David Feeley

As a Financial Advisor at Red Oak Financial Group, I am passionate about serving our clients. Previously a CPA with KPMG before becoming owner and president of a gas station and restaurant business, I bring a unique skillset to the financial services industry. The leadership abilities I derived from years of being a business owner are invaluable to me. I have always been truly fascinated with wealth management and the balance between behavioral psychology and fundamental investing, and I greatly look forward to building many more lifelong relationships in the future. I maintain credentials as a CFP®, CPA, and CEPA (Certified Exit Planning Advisor). Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advisory services offered through Red Oak Financial Group, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Visit our website http://redoak1978.com for important disclosures.