David L. Close, CRPC®
Managing Director / Independent Wealth Coach
Office: (814) 726-7100 Mobile: (814) 245-3568
firstname.lastname@example.org (814) 217-1730
Dave is a co-founder and Managing Director of Freedom Investment Management Group, which was founded in January 2015. FIMG was created from the vision of delivering a high level of personalized services built on the premise of trust, communication, and transparency.
Since 1987, families and business owners have worked with Dave because he is caring, dedicated, and committed. Dave received his Chartered Retirement Planning Counselor designation in 2005. Through the years, Dave has taken the time to assist his clients in understanding the actions required to address their specific financial objectives. Dave works to simplify the complexities of resources available, clients can be confident that the choices made are both suitable and tailored to each of their specific needs.
Dave enjoys living in the community of Warren with his wife Leslie where they have raised their three children. In 2016, they welcomed their first grandchild. Dave is a member and past president of both Rotary and Lions Club in Warren, PA. In his spare time, Dave enjoys fishing, hunting, occasional weekends at the family farm, and spending time with his family.
CRPC® designation conferred by College for Financial Planning.
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