Meet David L. Garfield

David L. Garfield, Certified Financial Planner (CFP), Registered Financial Consultant (RFC), and Certified Divorce Planner (CDP), is President and founder of Garfield Consulting Group, Inc. Garfield is a Philadelphia native and has been an active member of the professional and civic communities for over 30 years.

Recognized as a leader and expert in the effects of taxes on employee benefits and perquisites, Garfield lectures in the region at professional seminars and consumer advisory sessions. Licensed by New Jersey for the Institute of Certified Public Accountants, Garfield also provides services for continuing education in the areas of qualified retirement plans, employee benefit plans, financial planning alternatives and Qualified Domestic Relations Orders. Garfield also lectures on Financial Goal Orientation; Qualified Retirement Planning; Perquisite Utilization; meeting the needs of retirement; and, analyzing financial conditions.

Garfield holds a Bachelor of Science and graduate studies in Accounting from Temple University, Philadelphia, completion of studies in the Master of Financial Sciences, and Certificate of Advanced Pension Planning, and a Certificate of Advanced Estate Planning from the American College, Bryn Mawr. He has also completed courses in the College for Financial Planning and is a Registered Cafeteria Compensation Consultant.

A strong believer in professional networking, Garfield is a member of the Financial Planning Association; the Philadelphia Estate Planning Council; the International Association of Registered Financial Consultants; and the Institute for Certified Divorce Planners.

To maintain the required high professional education standards, Garfield participates in both professional study groups and attends regional and national seminars relating to the tasks in which the firm is actively engaged.

 

© Garfield Financial Consulting
1010 Haddonfield - Berlin Road
Voorhees, NJ, 08043
Tel: (856) 770-0009
Fax: (856) 770-0053
Email:
dlggroup@dlgarfield.com