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David Fowler

Financial Planner & Coach, Independent

Fort Myers, FL

My profile was last updated on 06/03/2024

Expertise

  • Estate Planning, Investing & Financial Planning, Philanthropy & Charitable Gvng, Retirement Planning, Wealth Management

Languages Spoken

  • English

Minimum Assets Required

  • $0 - $99,999

Designations Held

  • Chartered Financial Consultant Designation® (CHFC®) 2008
How I'm Paid

Fee Only

The advisor charges an hourly fee for their services collects a percentage of a client's assets under management. Asset management means the advisor is actively investing their client's money with the intent of increasing its worth.

Learn More About Advisor Costs & Fees