David Voth

Sr. Financial Planner

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David began his career at Fidelity Investments, working in mutual fund and brokerage customer service, and from 2010 to 2024 was a financial advisor. David has a bachelor’s degree in business and a master’s degree in intercultural studies. He’s a CERTIFIED FINANCIAL PLANNER™ Professional. In his free time, David enjoys hiking the mountains of North Carolina and Virginia, sailing, and exploring other countries. He also volunteers with his local church and a national disaster response and recovery organization.

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