Dave Balakrishnan

Dave Balakrishnan, CFP®, AIF®, MBA

Dave Balakrishnan, CFP®, AIF®, MBA, joined Certified Financial Group in 2021. He provides investment management & personalized financial planning services, coordinating insurance, tax planning, investments, retirement, and estate planning. He believes in tailoring advice according to his client’s personal values and goals while adhering to a fiduciary standard of care.

In his two-decade tenure in private industry prior to joining Certified Financial Group, he has held various roles in a global Fortune 500 firm improving business results and guiding individuals with their professional growth journey.

A continuous learner, Dave earned his Master of Business Administration (MBA) from the Crummer Graduate School of Business at Rollins College and his master’s in industrial engineering and management information systems from the University of Central Florida. He is an active member of the Financial Planning Association (FPA).

In his leisure time, Dave enjoys reading, coaching his kids First Robotics and Soccer teams, supporting his community through volunteering, traveling, and hiking neighborhood trails with his wife and their two boys.

He is an Investment Advisory Representative of Certified Advisory Corp, a Registered Investment Advisor, and a Registered Representative with Fortune Financial Services, Member FINRA SIPC. Fortune Financial Services, Inc. offers Securities and Certified Advisory Corp offers Financial Planning and Investment Management. Certified Advisory Corp, and Fortune Financial Services are separate entities and not affiliated.

“Building peace of mind together through planning for tomorrow, today.”

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