Vice President of Wealth Management for SFA Wealth, SFA Wealth Managment
David Globke stands out as a trusted Vice President of Wealth Management at SFA Wealth, bringing over 25 years of combined advisory experience to the table. Based in Tennessee, David is a dedicated professional who specializes in distribution planning and advanced tax strategies for retirees, ensuring his clients make the most of their retirement savings.
As a Retirement Income Certified Professional (RICP) and an Investment Advisor Representative, David is equipped with the knowledge and expertise necessary to navigate the complexities of Social Security and retirement planning. His deep understanding of the industry and commitment to client success has earned him respect and recognition among his peers and clients alike.
David is not just passionate about finance; he also values quality time with his family. He enjoys golfing and cherishes moments spent with his wife of 12 years, their 8-year-old son, and their beloved Boston Terrier, Hank. When you choose to work with David, you're not just getting an advisor; you're partnering with a seasoned expert who prioritizes your financial well-being and understands the intricacies of your retirement journey.
David Globke has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.
For personalized, knowledgeable guidance in wealth management and Social Security planning, connect with David Globke at SFA Wealth today.
ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.