Dave Younis, CFP® is a financial planner that focuses on customized, complex and cross disciplinary financial planning. Since 2003, Dave has developed his expertise exclusively working with financially engaged individuals on a one-on-one basis. Dave’s strengths are rooted in his ability to provide simple explanations and insights in the face of complex planning needs. Whether your circumstances require retirement income solutions, business succession perspectives, comprehensive wealth management, executive benefits coordination, estate distribution considerations or any number of other services; Dave is prepared to help you implement strategies to help you move toward your personal vision of success.
In his free time Dave enjoys camping and hiking with his wife, Erika and their identical twin sons Dylan and Carter. He is an avid guitar player and recently began learning to build custom electric guitars.
Education:
- Bachelor of Science in Business Administration/Finance; Graduated Magna Cum Laude – SUNY Geneseo
- CFP Certification Curriculum - The American College of Financial Services
Current Organizations:
- Board Member - Partnership For Ontario County
- Finance Committee Member
Certifications:
- CERTIFIED FINANCIAL PLANNER™ Practitioner