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David M Tobin J.D., CIMA®

David m tobin j.d., cima®

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location of David M Tobin J.D., CIMA®Morrisville, Pennsylvania, United States
Phone number of David M Tobin J.D., CIMA®+91 xxxx xxxxx
Followers of David M Tobin J.D., CIMA®899 followers

  • Timeline

    Current Company
    Aug 2014 - now

    Founder and Managing Member

    Tobin Investment Planning LLC

  • About me

    Tobin Investment Planning LLC, Independent, Fiduciary, Fee Only

  • Education

    • Ithaca college

      -
      Bachelor’s degree b.s.: finance, minor: economics

    • Albany law school of union university

      -
      Juris doctor (j.d.) law

      Retired from practicing law in both New York and Connecticut

  • Experience

    • Tobin investment planning llc

      Aug 2014 - now
      Founder and managing member

      Strategies Designed to Unlock a Secure FutureTobin Investment Planning LLC is a fee only, independent, registered investment advisor that provides objective advice and discretionary investment management in the client's best interest. Our goal is to educate you about your financial options by listening to your personal goals and aspirations for the future while engaging in a consultative process. We help individuals and families develop a roadmap designed to achieve personal goals. Your personalized financial and investment strategy will develop a strategic plan for your future, address how to grow your wealth tax-efficiently, protect your assets and ultimately leave a legacy Show less

  • Licenses & Certifications

    • Certified investment management analyst (cima®)

      The investments & wealth institute®
      View certificate certificate

    • Connecticut attorney (non-practicing)

      Connecticut superior court
      View certificate certificate

    • New york attorney (non-practicing)

      New york state unified court system
      View certificate certificate

    • Series 66 - uniform combined registered investment advisor - state laws

      Financial industry regulatory authority (finra)

    • Certified wealth strategist (advising with impact)

      Cannon financial institute

    • Investments & wealth institute member

      Investments & wealth institute
      Apr 1999
      View certificate certificate

    • Wharton private wealth management program

      Wharton executive education

  • Volunteer Experience

    • Executive Board - Chair Investment Committee & Planned Giving

      Issued by Chester County Council, Boy Scouts of America on Jan 2007
      Chester County Council, Boy Scouts of AmericaAssociated with David M Tobin J.D., CIMA®

    • Eastern Regional School District Advisory Council

      Issued by Eastern Camden County Regional School District on Jan 2012
      Eastern Camden County Regional School DistrictAssociated with David M Tobin J.D., CIMA®