Call David today: 423-617-0160
Meet David Talley CFP®, ChFC®, EA, Founder
Think of David as an entrepreneur who just so happens to have all the credentials for giving financial advice.
He is the founder of Talley Financial, a financial planning, investment, and tax firm based in Johnson City, TN. David has extensive experience in the financial services industry, having served as a direct client facing advisor for the last 12 years.
He is actively involved in the development of his community’s entrepreneurs through coaching, mentorship, and public speaking. He holds several investment licenses and is a Chartered Financial Consultant (ChFC), a CERTIFIED FINANCIAL PLANNER™ (CFP) professional and an Enrolled Agent (EA).
David lives in Johnson City, TN, with his family and enjoys golf, hiking, reading, and traveling.
He spends most of his time outside the world of finance with his wife and two young kids and serving the Appalachian Highlands community. He’s also an avid golfer and loves to read, so if you want to strike up a conversation those are good places to start.
David's talks on business success and financial literacy are both inspiring and action oriented. He uses the stories of his own client's successes and failures to illustrate concepts in ways the audience will never forget.
Miss Daisy
David hosts a community service day every month in an attempt to make volunteering more accessible to those who want to serve, but aren't sure when and where to do actually do it.
If you're interested in more information about future community service days click below to register.
If you want to get in touch email or text are best. Talk to you soon!
david@mytalleyfinancial.com
(423) 534-2390
Proudly serving clients in Johnson City, TN, and the Appalachian Highlands with personalized financial strategies.
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member
FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered. Investment Adviser. Cambridge and Talley Financial are not affiliated.
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form CRS.
Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.
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Talley Financial