Small Business Planning
Planning for Business Executives
Employer and Employee Benefits
Tax Qualified Retirement Plans
About the Financial Advisor
David is the owner of FDI INCORPORATED (Financial Designs). He has extensive experience in the retirement plans field including management and ownership of third-party administration firms (TPAs) that specialize in the design and maintenance of tax-qualified retirement plans.
Dave focuses on serving small businesses, business owners, and their employees in Edina, MN.
He serves his clients by helping them in the development and maintenance of tax-qualified retirement plans.
Education and Designations
- University of Minnesota, Bachelor of Science Degree, Business
- University of St. Thomas, Master’s Degree, Business Administration
- CFP® – CERTIFIED FINANCIAL PLANNER™
- CPC – Certified Pension Consultant, American Retirement Association
- QPFC – Qualified Plan Financial Consultant, American Retirement Association
- AIF – Accredited Investment Fiduciary, fi360
Blissfully married to his high school sweetheart, Patti for 48 years and counting. 3 amazing kids and 3 incredible grandsons. Golf is a passion for both Patti and Dave.