David
Sheehan

CFP®

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David Sheehan

Here to act in your best interests

About me

I feel privileged to be your financial partner. I am here to help as your priorities change, or when “life happens,” by adjusting your plan to keep your goals in sight. If you are concerned about your financial future, call me anytime, I can help.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Science, Virginia Polytechnic Institute and State University

Master of Business Administration, Keller Graduate School of Management

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Visit one of our Locations

Washington DC III - Fairfax

4000 Legato Road
8th Floor
Fairfax, VA 22033

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Washington DC IV - Loudoun County

19775 Belmont Executive Plaza
Suite 530
Ashburn, VA 20147

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Financial Planning & Investing Resources

Retirement & Estate Planning

Estate planning guide

Market Insights

Everyday Wealth, Everyday Insights

Financial Planning & Investing

Why the S&P 500 may fail as your portfolio’s benchmark

Financial Planning & Investing

Meet your chief investment officer

Financial Planning & Investing

Many couples don’t discuss their finances in depth

Insurance

7 types of insurance policies you do and don’t need

Market Insights

April Market Insights

Financial Planning & Investing

Growth vs value stocks: Which is better for your portfolio?

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.