Advisor profile


My approach

David M Repko - My approach photo

Planning for a confident retirement

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.

David M Repko - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • MA,Master of Business Administration, Loyola University Maryland, Baltimore, Maryland
  • BA, Business Administration and Economics, Washington College, Chestertown, Maryland

Interests

I enjoy spending time with my family and my three nephews. During the Summer months I like to visit Ocean City and get out for a round of golf when I can.

Community participation

Participated in the National Day of Service on June 14th, 2019.

  • The Maryland Food Bank

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2007-2020