David has an B.A. from Ithaca College in the field of the Sociology of Work. This progam of study required studying different work dynamics and how people interacted within their workgroup and how they functioned outside of work, including how they saw their self-worth when they were retired. David continued his studies and obtains a Juris Doctor from Widener University in Harrisbug, Pa. David has over 20 years in the financial industry as both an attorney and a financial advisor. Prior to joining Valley Forge Financial Dynamics David was the founder of several successful small law firms, each focusing on different areas of peoples financial lives, including Estate Planning, Business Planning and business and personal financial reorganization. As an advisor David has been a broker as well as a financial advisor. This has given him an understanding of investments, including, managed money, stocks, mutual funds, etc. This experience, as an attorney, advisor and entrepreneur gives David a unique understanding of the needs of individuals, families and small businesses. David is available to assist with Retirement Planning, Tax planning strategies, estate planning, investments, family legacy planning and more.
David grew up in Wynnewood, Pa and currently lives in Springfield Delaware County with his wife Susan and his children Sara, Margaret and Joey.
Affiliations. (Past and Present)
•Kiwanis Club of Baltimore Pike (Chapter President) •Philly Flight Basketball AAU (Board of Directors) •Springfield Athletic Association •Delaware County Society of Estate Planners
DAVID M. SIEGEL, J.D., Financial Advisor