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About David L. Crawford, CFP®
David Crawford has been in the financial services industry since 1986, helping clients create and achieve their financial planning goals while providing the support and guidance they need. He excels at providing comprehensive financial plans and strategies to individuals, families, and small business owners. David earned a bachelor’s degree in business administration from Idaho State University. In addition, he holds FINRA Series 6, 7, 26, 63, and 65 licenses, as well as the Certified Financial PlannerTM professional (CFP®) certification. He is also a member of the Clearwater Estate Planning Council. In his time away from the office, David enjoys spending time with his wife and two sons and being involved with many community activities and clubs. He serves as a volunteer ski patroller at Brundage Mountain Resort.
“I consider myself an educator and guide, walking clients through the financial planning process. I want to help people on their way toward financial security.” ~ David Crawfor