About Our Founder

DAVID M. WARRICK, CFP

Since 1982, David M. Warrick, CFP has been providing his clients trusted financial counsel. He offers an extensive array of programs to meet the needs of clients at any stage of life, and his company J.C. Warrick & Company, Inc. provides a wide range of financial services and income planning solutions.

David has been able to show his clients strategies designed to increase the value of their assets and then pass them along to their loved ones income tax-free with no additional investment on their part, and in many cases, he has been able to effectively help clients mitigate their tax burden.

David has extensive experience in handling all areas of financial planning under one roof. He is completely independent and has the freedom and resources to customize solutions unique to each individual’s specific needs and objectives. This detail–oriented, risk averse approach has helped his client’s gain greater understanding of their financial situation.

David is active in various community organizations and is a member of the Indian Valley Chamber of Commerce.

He holds a Series 7 securities designation as well as life and health insurance licenses and has been a Certified Financial Planner (CFP) since 1991.