We are delighted to announce the latest addition to our team of 15 CFP® professionals with more than 400 years of combined experience at Certified Financial Group. Dave Balakrishnan, CFP®, AIF®, MBA, joined our firm in 2021 but just officially earned his CFP® designation in December 2023! Dave brings with him a wealth of experience, knowledge, and a genuine passion for helping clients achieve their financial goals.
Dave’s journey to becoming a financial advisor is a testament to his dedication to continuous learning and personal growth. After earning his master’s degrees in industrial engineering and management information systems from the University of Central Florida, Dave went on to complete his Master of Business Administration (MBA) at the prestigious Crummer Graduate School of Business at Rollins College. These educational achievements, combined with his two-decade tenure in various roles at a global Fortune 500 firm, have provided Dave with a solid foundation in business and a keen understanding of the challenges individuals face when navigating their financial futures.
As a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary®, Dave is committed to upholding the highest standards of ethical conduct and always putting his client’s best interests first. He believes in taking a comprehensive approach to financial planning, recognizing that each client’s situation is unique and requires a tailored strategy. By carefully considering factors such as insurance, tax planning, investments, retirement, and estate planning, Dave develops personalized financial plans that align with his client’s values and aspirations.
One of the qualities that sets Dave apart is his ability to connect with his clients on a personal level. He takes the time to listen to their concerns, understand their goals, and develop long-lasting relationships built on trust and mutual respect. Dave’s clients appreciate his transparency, his commitment to educating them about their financial options, and his unwavering dedication to helping them achieve financial peace of mind.
Beyond his professional achievements, Dave is an active member of the Financial Planning Association (FPA), where he stays up-to-date on the latest industry trends and best practices. He is also deeply involved in his local community, volunteering his time and expertise to support various causes close to his heart. Dave’s passion for coaching his children’s First Robotics and Soccer teams showcases his leadership skills and his desire to make a positive impact on the lives of others.
When he’s not working with clients or volunteering, Dave enjoys spending quality time with his wife and two boys. Whether they’re exploring new hiking trails, traveling to exciting destinations, or simply enjoying a good book together, Dave cherishes the moments he shares with his family.
At Certified Financial Group, we are thrilled to have Dave Balakrishnan join our team of financial advisors. His expertise, compassion, and commitment to excellence make him an invaluable asset to our firm and the clients we serve. We look forward to seeing the positive impact Dave will make in the lives of those he works with, and we are confident that his contributions will help us continue to deliver the highest level of service and support to our valued clients.
Please join us in extending a warm welcome to Dave Balakrishnan, CFP®, AIF®, MBA – we are excited to have him as part of the Certified Financial Group family!
