David Mulhearn joined Advisors Financial in 2019 as a paraplanner and, in his first three years, earned the Certified Financial Planner™ certification. With mentoring by the firm’s seasoned professionals, he easily grew into his current role as a lead financial planner.
As a CFP® practitioner, David develops personalized plans to help his clients achieve their goals. His approach is comprehensive, combining his expertise in investment strategies, tax planning, estate planning and risk management.
He specializes in creating tax-efficient wealth accumulation and distribution strategies for high earners and high-net-worth individuals. His proximity to the nation’s capital has also helped him become well-versed in financial planning strategies and benefits available to federal employees.
David’s commitment to transparency and his educational approach are what set him apart. He wants his clients to make informed decisions that align with their long-term financial goals. His creativity and desire to make the most out of every situation makes him a natural fit for his role.
The fact that he is early in his career offers clients a unique opportunity for multi-generational wealth planning. It is not every day you find an advisor who can walk alongside you for 30-40 years and then help your children continue the legacy you’ve started.
Outside of work, David enjoys spending quality time with his family and following the New York Mets. He grew up in Nazareth, PA but is happy to have found his new home in Northern Virginia.
“When it comes to financial planning, each client has different tools at their disposal. It helps to have more tools in your belt, but clients benefit the most from someone who knows how to use those tools creatively and effectively.”