David Beard, CRPC®, CPFA®

David is a retirement plan consultant specializing in employee education and individual financial planning at Chase Dominion Advisors.  He focuses on customized employee education programs and holistic financial planning strategies for business owners, executives, retirement plan participants, and individuals. 

Before joining Chase Dominion Advisors in 2019, David has served his clients as a comprehensive financial planner at MassMutual and Merrill Lynch. David also served as the Richmond Employee Financial Services Specialist assisting corporate employees in the Richmond area with their various personal financial planning needs.  David’s extensive retirement planning experience allows him to provide objective guidance and advice to help plan participants efficiently pursue their financial goals.

 David attended the University of Richmond, where he graduated with a BS in Economics.  He is a Chartered Retirement Planning Counselor, signifying an understanding of complex pre- and postretirement investment and financial planning strategies. From helping clients maximize sources of retirement income to guiding clients through investments, a CRPC® designee will effectively identify and analyze what one should do today to ensure a secure tomorrow

David is originally from Wilmington, Delaware and is now living in the Richmond area with his wife Justine and his two children, Nolan and Natalie.  David enjoys spending time with family and friends and likes to stay active playing soccer, golf, and enjoying the local Richmond outdoors.