Elder Financial

David Winer is the President and principal planner at Elders Financial LLC. He entered the field of financial services in 1988. He has an undergraduate degree in Sociology and an MS in Marketing. David has more than 28 years insurance, 20 years retirement planning, and 10 years securities experience. He completed Certified Financial Planning courses at PDI Institute in Dallas Texas.
Since 1994, David has focused on providing a financially conservative, reduced risk approach to his clients. Emphasis is given to investment safety, liquidity, and potential tax reduction. David was born and raised in Wisconsin, and has made his home in Plano, Texas with his wife and family since 1981.