Our Qualifications

David Mc Knight obtained his Bachelor of Science degree in Business Administration from California State University at Northridge. 

David has been a licensee of the distinguished Certified Financial Planner®, or CFP® designation for over 20 years.  To earn this title the financial planner has demonstrated competence in analyzing and developing personal and business planning through the successful completion of a series of rigorous examinations.

The CFP® practitioner’s area of expertise is in analyzing needs and prudently arranging overall plans rather than promoting individual financial products.

CFP® practitioners are found to be more knowledgeable than those not having the designation.



The Certified Financial Planner™ practitioner is a member of a distinguished profession dedicated to serving the financial needs of individuals, families and businesses.



Series 6 & 63 licensed.