David J. Sargent, CF2

About David J. Sargent

David Sargent is a Managing Partner of PA Secure Retirement Solutions LLC.. for the Newtown & Doylestown, PA branches.  As a lifelong resident of Bucks County Pa, he graduated from Temple University in 1995 with a B.A. in Political Science-Pre-Law. David is also a Certified Financial Fiduciary(R) and a member of the National Ethics Association. He worked in the financial services industry for 24+ years and has extensive knowledge in retirement planning, investment management and insurance planning. He specializes in developing financial strategies that help clients create a reliable income stream they can’t outlive, while working towards growing and protecting their investment portfolios along the way. David has always believed in education and he takes pride in helping his clients make well informed decisions, allowing them to better understand and control their financial situation.
David and Dawn, like their firm, remains completely independent. “ PA Secure Retirement Solutions LLC. Is not owned by a bank, brokerage firm or insurance company. This independence allows us to do what we feel is best for each client.” We started PA Secure Retirement Solutions LLC solely to help guide investors on the path towards financial security. “ As an independent financial advisory firm, we represent our clients rather than any one particular company. This independence is vital in delivering objective advice.” Through the years, David and Dawn have built an excellent reputation helping people achieve a more meaningful financial future. Their approach to retirement planning is designed to address all possible financial concerns and help clients truly achieve the financial future they imagine and deserve.