David B. Twombly

About David B. Twombly

David B. Twombly is owner of Twombly Wealth Management Group, LLC helping individuals and families develop a plan to help them realize their dreams in life and assist them in making informed decisions. He has over 30 years of experience in consulting executives, small business owners and individuals. He is a graduate of Colorado College and has earned the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Retirement Income Certified Professional® (RICP®) professional designations. Securities and Advisory Services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. RICP® conferred by The American College. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Specialties: Helps clients work toward their life goals in the following areas which include:Retirement PlanningIncome PlanningFee-based portfolio managementInvestment Portfolio AnalysisLong Term CareEstate Planning

Experience

1. Wealth Advisor

   Twombly Wealth Management Group

   Jul 1984 — Present

Education

• Colorado College

  B.A., History/Political Science

  1974 — 1978

Skills

• Personal Finance
• Strategic Planning
• Financial Advisory
• Strategy
• Long-Term Care
• Portfolio Management
• Wealth Management
• Securities
• Estate Planning
• Retirement Planning
• Strategic Financial Planning
• Account Management
• Customer Service