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2016-04-11T00:00:00.000Z

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David Fink R. CFA

Regional Vice President

Halliday Financial Group Inc

Direct Phone: (941) ***-****       

Email: d***@***.com

Halliday Financial LLC

Halliday Financial Group Inc

725 Glen Cove Ave.

Glen Head, New York 11545

United States

Company Description

Halliday Financial Group is an independent financial planning firm dedicated to serving the needs of individuals, families, businesses and not-for-profit organizations. At Halliday, we utilize a full spectrum of financial alternatives to assist our clie ... more

Find other employees at this company (62)

Background Information

Employment History

Chief Operating Officer
Rogan & Associates Inc

CFA
Sarasota Manatee Coupons - ROGAN & ASSOCIATES

Board Member
Lakewood Ranch Business Alliance

Affiliations

Board Member
Humane Society of Scott County

Education



Leadership Manatee

bachelor's degree
Mathematics
University of Florida

master's degree
Business Administration
University of Florida

Web References (43 Total References)


Sarasota | Halliday Financial

www.hallidayfinancial.com, $reference.date [cached]

David R. Fink

Regional Vice President DFink@HallidayFinancial.com


David R. ...

www.hallidayfinancial.com, $reference.date [cached]

David R. Fink DFink@HallidayFinancial.com

...
David R. Fink
Regional Vice President
...
David joined Halliday Financial in 2015.
David is passionate about being a resource for his clients and ensuring they and their families are prepared not only for all the good that life has to offer, but also for the unexpected. As a result of losing his father at a young age and experiencing firsthand how a family can be impacted, he is particularly attuned to the importance of ensuring both spouses are actively engaged in the oversight of their family's wealth. Importantly, David is able to use his personal experiences to work effectively with widows and their children - both from an emotional and a practical perspective.
In working with families, David is able to bring over two decades of experience to bear to assist with a variety of issues ranging from the traditional - investment planning, estate and tax planning - to the not so traditional - residential and commercial real estate deals, business transactions, private equity, employer/employee issues, etc. The truth is that each client family has different issues that are significant, and those issues change over time. David has the unique ability to not only understand what a family might need today, but to also anticipate how those needs might evolve in the future.
Background and education:
David is a Chartered Financial Analyst (CFA) and a CFP® professional. Additionally, he is a Certified Divorce Financial Analyst. He holds a bachelor's degree in Mathematics and a master's degree in Business Administration from the University of Florida.
David holds his Series 7, 63, and 65 securities licenses along with his Florida insurance license.
Additional information:
David is very involved in his community, having served as a member of the Board of Directors of the Lakewood Ranch Business Alliance since 2013 and its Chair in 2015. He has also served on the Board of Directors of the Humane Society of Manatee County from 2011 to 2014, including positions as Vice President of the Board and Treasurer. He is a graduate of Leadership Manatee.
David lives in Sarasota with his wife Debbie and their many animals. He is privileged to serve clients around the country and enjoys traveling to see them both for work and fun.


Financial Planning for Life

www.roganfinancial.com, $reference.date [cached]

David Fink


Financial Planning for Life

www.roganfinancial.com, $reference.date [cached]

David Fink


Financial Planning for Life

www.roganfinancial.com, $reference.date [cached]

David Fink

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