The veteran financial advisor debuts a new online diary from which she will communicate her thoughts and experiences to the world.Lancaster, Pennsylvania - February 21, 2022 - It is with much pleasure that veteran financial advisor Marla David announces she has launched a new blog, bolstered by two inaugural entries. The web-based journal is hosted by a well-known online platform and deals largely with matters relating to personal finance and money management, which are the areas of her professional expertise.
In the latest entry, titled Marla David Discusses When You Need to Hire a Financial Advisor, Marla explores some common scenarios wherein ordinary people ought to seek out the services of a trained financial professional. In one notable passage addressing the complexities of estate planning, she writes, “If you have an existing estate plan drafted by an attorney, chances are it could be improved upon since attorneys often lack the technical expertise in the area of finance. A good cash flow analysis will help you determine the tax implications resulting from your current plan, which allows the advisor to make necessary changes for your situation.”
In the preceding entry, titled Marla David Discusses the Skills Needed to Be a Financial Advisor, Marla David gives an overview detailing the requisite steps any aspiring financial advisor needs to take in order to realize their dream. In one important section, she highlights the importance of educating clients on sound financial planning. “Developing the knowledge needed to educate them on investments, retirement planning, estate planning, and tax issues ensures that your clients will understand all of the information presented. This is important for the clients’ peace of mind and future business since it helps build trust between an advisor and their clients, leading to more referrals from satisfied customers.”
Anyone curious to read the entirety of these blog entries will find them located here.
About Marla David:
Marla David is a professional financial advisor hailing from Lancaster, Pennsylvania. Ever the diligent student , Marla proved to be something of a math prodigy at a young age. She participated as a ‘mathlete’ in county and regional competitions throughout primary and high school.
In college, Marla David studied mathematics, as well as business and finance. She took a part-time job as a nighttime waitress/bartender at a local bar and grill, saving her tips, and eventually investing them. This first foray into the stock market opened Marla’s eyes to the world of personal finance, and she made the decision to pursue it as a vocation.
Hired by a small financial firm straight out of college, Marla David quickly proved herself a valuable asset. By mixing her inherent skills dealing with people with her learned financial acumen, she established herself as one of the most successful advisors at the firm. She has since been promoted several times. When she isn’t meeting with clients or scouring the financial markets, Marla David enjoys following professional lacrosse, as well as practicing jiu jitsu.
You can also find Marla on the following platforms:
Media Contact
Contact Person: Marla David
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Country: United States
Website: https://marla-david.medium.com/
