David Barol

Wealth Advisor

Role: Wealth Advisor at Keystone Asset Management Strategies, Llc
Location: Philadelphia, PA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About David Barol

As a Wealth Advisor with Keystone Asset Management Strategies, I help people achieve their financial aspirations. My qualifications, including Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Behavioral Financial Advisor (BFA), and Chartered Financial Consultant (ChFC), exemplify a deep-seated commitment to financial excellence.My approach is client-centric, crafting tailor-made financial strategies that are as unique as the individuals and enterprises I serve. With a deep understanding of investments, insurance, and estate planning, I distill complex financial concepts into actionable plans, ensuring they resonate with the goals and values of my clients.Beyond individual advising, I advocate for financial education for my clients and colleagues. As an author, innovator, and public speaker, I dedicate myself to elevating industry standards and enhancing financial acumen across various platforms.I am energized by the trust my clients place in me, and I honor this by championing their financial well-being and providing them with the clarity and assurance needed to forge a thriving and secure future.

Experience

Wealth Advisor
Keystone Asset Management Strategies, Llc
Sep 1995 — Present · US
We help people figure out what they need to retire in comfort and meet their financial goals.Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. KeyAMS and CreativeOne Securities, LLC are not affiliated.Registered Address: 197 Meath Lane, Dingmans Ferry, PA 18••••••••14 Direct

Education

Harvard University
Masters of Public Policy, Finance, Transportation, and Management
The American College of Financial Services
CLU, ChFC, CFP, Financial Planning and Services
University of Virginia
BA, Political and Social Thought (PST)

Skills

Insurance
Analysis
Iras
Life Insurance
Finance
Public Policy
Employee Benefits
Investment Strategies
Alternative Investments
Nonprofits
Strategy
Wealth Management
Living Benefits
Financial Advisory
Business Planning
Management
Financial Analysis
Retirement Planning
Writing
Securities
Published Author
Estate Planning
Public Speaking
Retirement
Accelerated Benefits Riders
Strategic Financial Planning

Contact information

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Work email
•••••@keyams.net
Personal email
•••••@•••••.com
Direct dial
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Current company

Keystone Asset Management Strategies, Llc

Financial Services · 2 employees · Founded 1988 · Bala Cynwyd, Pennsylvania, United States

The KeyAMS Strategic Wealth Process enables you to reduce stress and find greater joy by aligning your goals with your values. As financial advisors near Philadelphia, PA, we specialize in financial planning and investment management. We help you take the deep dive into your hopes and fears in what we call “The Second Conversation,” exploring your values and those issues often left unsaid. We help you analyze your financial life, craft an action plan to help you take the steps toward achieving your goals, and we track your progress along the way. This enables you to use the financial planning tools we provide to balance the tradeoffs necessary to achieve your goals What We Do We enable you to talk about your wishes and dreams, then help you figure out which of these you can achieve and create a strategy on how you can achieve these goals. We work with you and your other advisers, such as attorneys, brokers, and accountants, to implement these recommendations. Who We Are Keystone Asset Management Strategies, KeyAMS, is a wealth adviser for successful entrepreneurs and professionals who seek financial independence, a point in their lives when work becomes an option, and the legacy they leave becomes increasingly part of their discussions and dreams. Why Work With Us We help people figure out if they’re going to make it, how they’re going to make it – and what “making it” even means. We get them to discuss their dreams of “living in retirement,” take a stab at converting these dreams into goals, draw the roadmap for achieving these goals, and identifying the tradeoffs necessary along the way. What Makes Us Different? Outside of infidelity, money is the leading cause of divorce. We help couples find a common ground for having these discussions about money. Disclosures:

keyams.net

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About David Barol

Experience

Wealth Advisor

Education

Harvard University

The American College of Financial Services

University of Virginia

Skills

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