Surendra

Dave

CFP®

picture of a planner

Here to act in your best interests

About me

My mission is to help my clients build, protect and preserve their wealth, as well as assist in distributing it during their lifetime –and afterward to their beneficiaries –in a disciplined and efficient way. I help create a plan around my clients, not just around their account balances. In my spare time, I enjoy spending time with my family and our dog, and staying active and healthy, both physically and mentally, by working out, playing tennis, walking and meditating.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Science, Zoology - Sardar Patel University, India

Visit one of our Locations

Washington DC - Rockville (Appt Only)

1 Research Court

Suite 450

Rockville, MD 20850

Washington DC V - North Bethesda

6550 Rock Spring Drive

Suite 510

Bethesda, MD 20817

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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