David Binns-Loveman, CFP® started his relationship with the financial services industry as a client of current business partners L Suzanne Cronise and Shannon Underwood. A former information technology consultant and mechanical engineer, David began his financial services career in 2005.
A passion for financial planning led David to become a CERTIFIED FINANCIAL PLANNER(tm) professional in 2011. As a CFP® professional, David takes a holistic approach to working with his clients' total financial circumstances, and offers a broad range of options for both individual and business needs. Also in 2011, David earned a Certificate in Retirement Planning from the Wharton School of Business at the University of Pennsylvania, and was awarded the related Equitable Advisors title of Retirement Planning Specialist. He has worked with many retirees and near-retirees to help them plan for a successful retirement
As a biological and adoptive father of four, David especially enjoys working with families to address their total financial needs, including insurance, retirement, and college education planning.
David is a member of the Roanoke Valley local of the National Association of Insurance and Financial Advisors. He has held several officer positions with the local association, including serving as President in 2011-2012.
As a CFP®, David is also a member of the Financial Planning Association.
David is an active member of Saint Mark's United Methodist Church in Daleville, Virginia, serving in the choir and children's ministries.
David resides in Roanoke with his wife, Dr. Karen Binns-Loveman, and their four children.
Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at firstname.lastname@example.org. Complaints about an Equitable Advisors FP should be directed to email@example.com.
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