Broker Check
David Dickens, CFP®

David Dickens, CFP®

Financial Planner (North Carolina Branch)

CERTIFIED FINANCIAL PLANNER™

Dave serves as an Advisor with Coda Financial Group, and is a CERTIFIED FINANCIAL PLANNER™ 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.

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • 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