- Individual & Business Financial Planning
- Estate Planning Strategies
- Retirement Plan Selection & Evaluation
- Special Needs Planning
- Investment & Insurance Analysis
- BBA in Finance from Texas A&M University
- Certified Financial Planner (CFP®)
As an independent financial planner, David has provided customized investment advice for over 15 years, having recently joined Navigation Financial Group, a business of Securities America Inc. in 2014.
Before joining Navigation Financial Group, David was Vice President, Senior Account Executive, and a lead adviser at Fidelity Investments. After 15 years with Fidelity, David joined Navigation Financial Group to offer more opportunity and strategies for his clients.
David specializes in developing innovative and creative solutions to help meet his clients' retirement planning and estate planning objectives, while educating investors about effective ways to achieve their personal financial goals. He believes in a comprehensive approach, which includes designing plans tailored to each individual client to help reduce risk and taxes, while focusing on long-term performance, sustainable retirement income, and effective estate protection. David is passionate about serving his clients by helping them accomplish the things that are most important to them.
David holds many industry designations including CFP (Certified Financial Planner), fixed and variable insurance, as well as maintaining his series 7, 63, and 66 industry licenses.
David is a graduate of Texas A&M University with a Bachelor’s of Business Administration in Finance.
He currently resides in Allen, Texas, with his wife Christy, two children, and Charlie, his Labrador Retriever.
Securities offered through Securities America, Inc., Member FINRA/SIPC, David Ryzman, Registered Representative. Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor, David Ryzman, Investment Advisor Representative. Navigation Financial Group is not affiliated with the Securities America companies.