David HerbeckFinancial Advisor
“Being a Financial Advisor provides me with the privilege to do what I enjoy most – helping and serving others.”
I began my journey into this industry with Raymond James Financial Services in 2010, back when I was completing my Bachelor’s Degree at Walsh College. Even though I was just starting out, I knew I had found my passion in financial planning.
Not only does this career provide me with the opportunity to continually learn and adapt to the rapidly changing economy, it grants me the privilege of spending time doing what I enjoy most – helping and serving others. This desire has also led me into public service, where I spend my spare time assisting on local political matters to help make our communities a better place to live and work.
My biggest focus as a financial professional is to apply the highest level of moral and ethical standards to my clients while helping them understand, through an education-first approach, how to manage their investments and prepare for retirement. Now, with the Making Investing Personal team, I have never felt more confident about helping my clients plan financially, and I would greatly enjoy sharing that enthusiasm with you.
In my spare time, I enjoy attending services at Mile City and Northridge church, playing soccer, reading, spending time with family and friends and volunteering in the community.