David Mulhearn

David Mulhearn joined Advisors Financial in 2019 as a paraplanner and has since excelled in his current role as a lead Financial Planner. Known for his meticulous attention to detail and analytical mindset, David has proven to be a steadfast and empathetic advisor for his clients. His passion for making the most out of every situation aligns perfectly with his role in financial planning.

David's primary goal is to assist clients in overcoming financial planning challenges and crafting personalized plans tailored to their unique circumstances. Prior to joining Advisors Financial, David played a crucial role in assisting small businesses with regulatory requirements related to the design and administration of 401(k) plans and other qualified retirement plans.

One of David's most rewarding moments is helping clients efficiently utilize the financial tools at their disposal to achieve their goals. He emphasizes the importance of not just having good tools but using them in the right way.

David holds a Bachelor of Arts degree in Economics with a minor in Accounting & Finance from Washington College, where he graduated in 2019. In 2020, he completed the financial planning program at George Mason University, and in 2021, he earned the CERTIFIED FINANCIAL PLANNER™ certification.

Becoming a CFP® practitioner required David to meet rigorous educational requirements, pass the comprehensive 6-hour CFP® Certification Examination, adhere to the CFP Board's Fitness Standards for Candidates and Registrants, uphold the Code of Ethics and Professional Responsibility, and comply with Financial Planning Practice Standards. Additionally, he fulfilled three years of full-time relevant personal experience before proudly using the CFP® mark. David also holds the Series 65 securities registration.

Originally from Pennsylvania, David now resides in Northern Virginia. Outside of work, he enjoys spending quality time with family, volunteering, playing softball, and cheering on the New York Mets.

EDUCATION AND CERTIFICATIONS:

• CERTIFIED FINANCIAL PLANNER™
• Financial Planning Certificate, George Mason University, 2020
• Bachelor of Arts in Economics with a minor in Accounting & Finance, Washington College, 2019
• Registration: Series 65

ARLINGTON MAGAZINE, Ones To Watch, July-Aug 2024

*It's important to note that professional designations, certifications, degrees, licenses, recognitions by publications or organizations, memberships in other professional organizations, or prior experience does not guarantee specific results or satisfaction for Advisors Financial clients that are engaging in investment services.