David Belk, CFP®, CEPA®, CKA®

Financial Advisor

As a CERTIFIED FINANCIAL PLANNER™ David has been dedicated to providing exceptional service to his clients since 1989, utilizing a holistic approach to financial planning and investing for corporations and families alike. A graduate of The University of North Carolina at Greensboro, with a degree in Management, David recognizes the importance of continuing education and has earned the distinction of holding the professional designation of Certified Financial Planner™ (CFP®), and Certified Kingdom Advisor (CKA®).  David has served as past PAC Chairman and President of the Greensboro Chapter of The National Association of Insurance and Financial Advisors and was recipient of the 2011 W.H. Andrews Member of the Year Award. Other professional memberships include The Estate Planning Council, Society For Financial Service Professionals, and Greensboro Kiwanis Club.

Phone 336-333-0176
Fax 336-355-9027