Speaker Introduction:
David Talley is the founder and CEO of Talley Financial.
He is responsible for the strategic direction of the firm as well as the responsibility of leading a group of his own individual clients toward a better financial future.
David began his career with one of the largest financial services companies in the country which gained him time and exposure to the corporate view of financial advice and many different types of advisors – both good and bad. He spent most of the next decade with his head in a book learning about money and witnessing first hand the impact good financial planning can have on people’s lives.
He founded Talley Financial in 2020 to bring his flavor of financial advice to the world without filter.
David currently holds the Series, 6, 7, 63, and 65 investment licenses through LPL Financial; life and health insurance licenses; and is both a Chartered Financial Consultant (ChFC) and a CERTIFIED FINANCIAL PLANNER™ professional (CFP). He primarily does fee-based planning work for small business owners.
He lives in Johnson City, TN with his wife, and two kids. He loves to play golf, hike, read, and travel.
