David Kahn

Sr Wealth Manager @Signature Wealth Strategies

Clearwater, FL, US
EMAILS
d••••@signaturewealth.com
MOBILE NUMBERS
+17•••••••36

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WORK HISTORY

Feb 2020 — Present

Sr Wealth Manager @Signature Wealth Strategies

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EDUCATION

1966 — 1970

University of Michigan

Bachelor of Arts (BA)

N/A

University of South Carolina

Bachelor's degree, Business, Management, Marketing

N/A

Darla Moore School of Business at the University of South Carolina

Bachelor's degree, Business, Management, Marketing

SKILLS

Product MarketingFacebookSales ManagementMicrosoft OfficeSalesSales OperationsHuman ResourcesCustomer ServiceMicrosoft ExcelPowerpointMarketingMarket ResearchLeadershipEvent PlanningCold CallingHealthcareNew Business DevelopmentStrategic PlanningProject ManagementProduct DevelopmentSocial MediaCrmMicrosoft WordPublic Speaking

ABOUT DAVID KAHN

For more than 20 years I have specialized in helping individuals plan for a successful retirement and assisted them with estate planning for them and their families. In order to further help people with financial planning, I also taught adult education classes on retirement planning at St. Petersburg College as well as government and corporate sponsored classes. I entered this profession in 1992 and became a CERTIFIED FINANCIAL PLANNER™ professional in 1997. I then founded Kahn Financial Group and affiliated with Raymond James Financial Services in and have continued helping people with financial planning to this day.

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