David Dickens, CFP®

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David Dickens CFP ®

Financial Planner (North Carolina Branch)



Dave serves as an Advisor with Coda Financial Group, and is a CERTIFIED FINANCIAL PLANNERTM practitioner.  His practice is focused on assisting his clients to create and implement a comprehensive financial strategy - by assessing their current financial situation and setting goals in areas such as:

  • Retirement
  • College Planning
  • Investments
  • Tax & Estate planning

He then offers a range of options for his clients to consider to help fulfill their goals and reduce overall financial risks.  Throughout the process, Dave acts as both a guide and educator to his clients.

Before transitioning to financial services, Dave spent two decades in the high-tech industry - traveling extensively.  He knows firsthand the balancing act many busy professionals attempt in an effort to satisfy work and family goals.  Often, financial planning does not receive the attention necessary - this is where Dave seeks to help and assist his clients.

In his spare time, Dave enjoys spending time with his wife and two energetic young boys.

  • Graduate of Duke University Financial Planning Program
  • Member, Financial Planning Association (FPA®), Triangle Chapter
  • BS and MS degrees from University of Dayton, in Dayton, Ohio
  • Registered Representative, SagePoint Financial, Inc.
  • Investment Advisor Representative, SagePoint Financial, Inc.
  • Securities Registrations: FINRA Series 7, 63, and 65
  • Registered - States of NC, OH, FL, CA & TX
  • Licensed Insurance Producer - States of NC, OH & TX


All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

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