Professional

David Van De Water has been a part of the financial services industry since 1982 and has served as president of both the Society of Financial Service Professionals as well as the Columbia Estate Planning Council.

 

“One strength of my practice is helping clients manage risks that threaten financial goals.  Another is the planning process which involves implementing strategies to accumulate assets to produce retirement income.”

 

David has the following professional designations:

·         Chartered Financial Consultant:

David received his ChFC® in October 1991 from the American College

 

The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client’s total financial situation: to identify and establish specific financial goals and to formulate, implement, and monitor a comprehensive plan to achieve those goals.  The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

 

·         Chartered Life Underwriter:

David received his CLU® in October 1990 from the American College

 

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals.  Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice.  For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism. 

 

Awards:

Throughout his career, David Van De Water has earned numerous awards, including:

  • Million Dollar Round Table: Life Member 1992, Qualifying/Life member 1990 - 1991, 1993 - 2008, Qualifying Member 1985 - 1989, 2010, Provisional Member 1984
  • National Quality Award 1984-1991, 1993, 1995-2000, 2006-2010
  • National Sales Achievement Award 1984-1994 

Associations and Membership:

 

  • David is a member of the National Association of Insurance and Financial Advisors (NAIFA). The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.  
  • David is past president and currently a member of the Columbia Estate Planning Council

 

David J Van De Water, CLU®, ChFC®

Wealth Management Advisor

 

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