
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.
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