In our latest staff spotlight, we chatted with Founding Partner & Wealth Advisor David S. Bahnick, CLU®, ChFC®, RICP® .
Not only did we learn that Dave is a huge fan of one local sports team and appreciates a great concert, but also who he would meet from history if he had the chance. Learn more below!
My first job was a paper route at the early age of 11.
Seeing things grow! Whether it is children gaining life skills, athletes getting better at sports, growing a business, or seeing portfolios grow – its all exciting.
Tedeschi Trucks at Red Rocks! The music was great, the weather was perfect and I was with my family. How can you top that?
That’s an easy one – E A G L E S – Eagles!
I am currently binging two shows – Suits and The Chosen.
Three come to mind immediately – Jesus Christ, Abraham Lincoln, and Ben Franklin.
Many people are curious to understand the potential tax benefits available to them. Questions such as “Is a 529 plan right for me and my goals?” are common, and at Capital Planning, we’ll be happy to guide you on this and any other questions you have.
We can work with you to conduct an analysis of funding needs, and provide recommendations as to investment allocation, ultimately helping you to select the right investments for your goals.
Book a discovery meeting today and speak with one of our advisors about independent financial planning with purpose, so you can focus on enjoying life.