Dave Totah

Dave Totah, CFP®, holds the designation of CERTIFIED FINANCIAL PLANNER ™ specializing in a range of clients including high net worth individuals, non-profit organizations, and financial planning for executives. Dave is passionate about partnering with his clients to reach their financial goals by providing comprehensive financial planning. These areas include: estate planning, portfolio management, investments, retirement planning, insurance, cash flow analysis, and tax planning.

Dave earned his Bachelors of Business Administration in Accounting and his Masters of Business Administration from West Texas State University (now West Texas A&M). He completed his Certified Financial Planner Certification courses at Southern Methodist University.

He also has a Life and Health insurance license in the State of Texas and has a Series 65 securities license.

Dave is a registered investment advisor representative and an active member of the Financial Planning Association of the Greater Dallas/Ft. Worth area. Outside of work Dave enjoys traveling, racquetball, golf, and spending time with his wife Ginny.

Dave Totah
P: (972) 985-7162