Meet Your Speaker: David Talley, CFP®, ChFC, EA – Retirement Tax & Financial Planning for Johnson City & the Tri-Cities

David Talley is the founder and CEO of Talley Financial, a premier financial planning firm based in Johnson City, TN, serving retirees and business owners across Bristol, Kingsport, and the greater Tri-Cities region.

With years of experience in retirement tax strategies, David helps individuals and families minimize taxes, optimize Social Security benefits, and create sustainable retirement income. His mission is to empower clients with tax-smart strategies that protect their wealth and maximize their financial future.

David’s career began at one of the nation’s largest financial firms, where he gained invaluable insights into wealth management, tax planning, and retirement strategies. In 2020, he founded Talley Financial to provide a personalized, client-first approach to financial planning, helping retirees keep more of their hard-earned savings.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC), and an Enrolled Agent (EA), David brings expertise in tax-efficient retirement planning. His EA designation, the highest credential awarded by the IRS, allows him to represent clients in tax matters and develop sophisticated tax-saving strategies.

David lives in Johnson City, TN, with his wife and two children. When he’s not helping clients, he enjoys golfing, hiking, reading, and traveling.

👉 Join David for this exclusive tax-planning webinar and take control of your retirement strategy!