David Qfa Email
Senior Wealth Manager @ MCG Financial Services
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David Qfa Location
- Naas, IE
David Qfa Work
- 2023 -now Senior Wealth Manager @
- 2009 -2024 Qualified Financial Advisor @ Plan B Life
- 2010 -2023 Life Insurance Broker @ Plan B Life
- 2010 -2023 Director @ Plan B Life
- 2018 -2021 Ireland Country Chair @
- 2003 -2010 Tied Agent @ Acorn Life
David Qfa Education
- LIA
QFA (Financial Planning and Services)
2005-2009 - LIA 2005-2009
- University of Arkansas at Little Rock
(Psychology, Business, Biology)
1976-1993 - Sylvan Hills High School
David Qfa Skills
- Insurance
- Financial Planning
- Strategic Financial Planning
- Asset Allocation
- Pensions
- Negotiation
- Retirement Planning
- Investments
- Retirement
- Wealth
- Income Protection
- Strategic Planning
- Business Analysis
- Life Insurance
- General Insurance
- Team Management
- Wealth Management
- Employee Benefits
- Small Business
- Business Planning
- Business Strategy
- Mortgage Lending
- Brokers
- Protection
- Financial Analysis
- Portfolio Management
- New Business Development
- Change Management
- Estate Planning
- Banking
- Financial Services
- Business Development
- Coaching
- Asset Management
- Financial Advisory
- Business
- Investment Advisory
- Fixed Annuities
- Savings
- Inheritance Tax Planning
- Critical Illness
- Risk Management
- Relationship Management
- Wealth Management Services
- Personal Pensions
- Finance
- Training
- Financial Planners
- Financial Risk
- Health Insurance
David Qfa Summary
- David Qfa, based in Naas, IE, is currently a Senior Wealth Manager at MCG Financial Services. David Qfa brings experience from previous roles at Plan B Life and MDRT. David Qfa holds a 2005 - 2009 QFA in Financial Planning and Services @ LIA. With a robust skill set that includes Insurance, Financial Planning, Strategic Financial Planning, Asset Allocation, Pensions and more. David Qfa has 1 emails on RocketReach.
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