David P. Ackel has spent over a decade working with retirees’ finances. He holds a Masters degree from the University of Louisiana at Monroe and is a Chartered Retirement Planning Counselor®. David began his career on Wall Street in 1998 with New York based AXA Advisors. He spent 4 years as an independent financial advisor offering fee based financialplanning for affluent investors. In 2002, David joined Capital One Investments and was quickly promoted to the Private Client group. After 4 years, David brought his investment experience of working with High Net Worth seniors and retirees to Wells Fargo Advisors - Private Client Services
David joined Wachovia Securities as an executive prior to the merger of Wells Fargo and Wachovia. With a desire to do more fro retirees than larger more corporate firms can do, David founded Focus Forward Financial, LLC where clients benefit from "independent, objective, financial advice." By being independent, David has the opportunity to spend more time with clients, allowing him to identify which strategies fit each client best.
David joined BKM Financial, LLC in January of 2018. We are blessed to have someone with his experience and care of clients on our team.