David Homa
Senior Financial Planner at Citizens Wealth Management | Deerfield Beach, Florida, United States
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Senior Financial Planner at Citizens Wealth Management in March 2022 to Present
Senior Wealth Manager at Citizens Wealth Management in April 2022 to July 2024
Vice President - Senior Wealth Planner, CFP® at Citizens Wealth Management in March 2022 to June 2024
Senior Financial Planner at Citizens Wealth Management in March 2022 to June 2024
Vice President - Senior Financial Planner, CFP® at Janney Montgomery Scott LLC in June 2010 to March 2022
Certified Financial Planner™ at Ernst & Young, LLP in July 2002 to March 2010
Financial Planner at Sterling Financial Group, Inc in January 1998 to January 2001
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Private Wealth Management
HNW
Customer Retention
Interpersonal Skills
Multi-generational Planning
Problem Solving
Presentation Skills
Analysis Reports
Marketing
Money Management
Financial Coaching
Coaching
FINRA
Client Services
Strategic Thinking
Oral Communication
Business Relationship Management
Confidentiality
Balance Sheet Review
Investment Policy
Business Analysis
Issue Management
Equity Plans
Compensation Planning
Wealth Preservation
Wealth Transfer
Wealth Accumulation
High-Net-Worth Individuals (HNWI)
Retirement Income Strategies
Financial Results
Defining Requirements
Client Relations
Risk Management
Microsoft Office
Microsoft Excel
Investment Planning
Income Tax
Insurance Analysis
Business Development
Financial Planning Software
Written Communication
Presentations
Morningstar
Organization Skills
Relationship Development
Teamwork
Tax Planning
Tax Law
Series 65
Relationship Building
Financial Concepts
Communication
Attention to Detail
Certified Financial Planner
Financial Planning
High Net Worth Individuals
Wealth Management
Retirement Planning
Asset Allocation
Finance
Investment Strategies
Series 7
Investments
Mutual Funds
Equities
Investment Advisory
Strategic Financial Planning
Asset Management
Securities
Financial Advisory
Portfolio Management
Retirement
401k
Financial Services
Wealth Management Services
Estate Planning
Fixed Income
Investment Management
Life Insurance
Forecasting
Economics
Budgeting
Analysis
Annuities
Personal Financial Planning
Wealth
IRAs
Variable Annuities
Financial Analysis
Insurance
Financial Modeling
401k Rollovers
ETFs
Alternative Investments
Personal Finance
Financial Goals
Wealth Preservation Planning
Qualified Retirement Plans
Analytical Skills
Equity Compensation
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Discover more about Citizens Wealth ManagementWhat is David Homa email address?
Email David Homa at [email protected] and [email protected]. This email is the most updated David Homa email found in 2026.
What is David Homa phone number?
David Homa phone number is +19735805081 and +12014600467.
How to contact David Homa?
To contact David Homa send an email to [email protected] or [email protected]. If you want to call David Homa try calling on +19735805081 and +12014600467.
What company does David Homa work for?
David Homa works for Citizens Wealth Management
What is David Homa's role at Citizens Wealth Management?
David Homa is Senior Financial Planner
What industry does David Homa work in?
David Homa works in the Financial Services industry.
David Homa Email Addresses
David Homa Phone Numbers
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