David Kerstine, MBA, CFP®, is a seasoned finance and strategy consultant with a robust background in financial planning and business development. Currently serving as an Independent Finance & Strategy Consultant, David leverages his extensive experience as a CERTIFIED FINANCIAL PLANNER™ to provide tailored financial advisory...
David Kerstine, MBA, CFP®, is a seasoned finance and strategy consultant with a robust background in financial planning and business development. Currently serving as an Independent Finance & Strategy Consultant, David leverages his extensive experience as a CERTIFIED FINANCIAL PLANNER™ to provide tailored financial advisory services that empower clients to achieve their financial goals. His expertise spans both domestic and international markets, making him a valuable asset to clients navigating complex financial landscapes.
In his previous role with AXA Advisors, David demonstrated exceptional leadership by expanding the firm's investment base across four states, significantly enhancing the firm's market presence. His strategic initiatives not only qualified him for all necessary credentials to deliver comprehensive financial advisory services but also resulted in a remarkable tripling of business outcomes compared to previous employer benchmarks. This achievement underscores his proficiency in business development and project management, skills that are critical in today’s competitive financial environment.
David's tenure at Edward Jones further solidified his reputation as a trusted wealth management advisor. He adeptly guided clients through the intricacies of financial planning, ensuring they were equipped to reach their long-term objectives. His ability to build and lead high-performing teams—often comprising up to 52 employees—demonstrates his commitment to fostering a collaborative work environment that drives results.
With a strong foundation in telecommunications and change management, David is adept at utilizing CRM systems and conducting competitive analyses to inform strategic decisions. His accolades, including Top Contributor awards from multiple Fortune 500 companies in technology research and development, reflect his unwavering dedication to excellence and innovation in the financial services industry. David Kerstine is not just a financial planner; he is a strategic partner committed to helping clients navigate their financial journeys with confidence and clarity.
