David Francis
Project Manager at Townsend | Denver Metropolitan Area, United States
David Francis’s Email & Phone Number
VerifiedFree account · No credit card · 5 profiles/month
Project Manager at Townsend in April 2022 - Present
Principal Operations Officer at The Leaders Group, Inc. in June 2019 - March 2022
Operations Manager at The Leaders Group, Inc. in July 2016 - June 2019
Compensation Supervisor at The Leaders Group, Inc. in February 2014 - July 2016
Compensation Analyst at The Leaders Group, Inc. in January 2010 - February 2014
Area Manager at RGIS, LLC in November 2006 - April 2009
Colorado State University
Establishing a relationship and engaging a financial advisor on LinkedIn is unlikely. But keep reading! All relationships must start somewhere. Earning your trust takes time. Townsend is not just a RIA firm, it's an all-around retirement experience built from weekly market updates, free educational/social events, quarterly newsletters and even special community volunteer opportunities. In fact, we have numerous clients who have built new relationships through our different events and outside community involvement. People choose Townsend because of our integrity and personalized client service. We work diligently to set achievable retirement expectations and are dedicated to the prudent stewardship of their wealth through our active portfolio management strategy. We also understand time and commitment. I established Townsend in 1990 and have been a Certified Retirement Planning Counselor (CRPC®) since 1986. That's over 30 years of experience specializing in retirement planning and investment management. I am also a well-known financial educator and the author of 2 books: The Master Plan-Retirement for the Best of Your Life, The Road to Retirement - Everything You Need to Know for a Successful Retirement The Road to Retirement 2.0 Questions? Call our office: 303.452.5986 or email [email protected] The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Please see website for full disclosures www.TownsendRetirement.com
Discover more about Townsend
Frontend Developer (junior)
Frontend Developer at Twnsnd Digital
(August 2023 – February 2024)
Title | CRPC| Financial Advisor | Retirement Planning & Investment Management Specialist
Financial Advisor at Townsend
(July 2014 – Present)
Senior Managing Director at Clarfeld Citizens Private Wealth
Partner at Clarfeld Financial Advisors
(Present)
Financial Planner at Townsend
Financial Planner at Townsend
(July 2023 – Present)
University of Vermont Alumni
Counter Staff at Portsmouth Beach Plum
(May 2019 – Present)
Marketing Coordinator at Townsend retirement and Legacy Planning
Marketing Coordinator at Townsend
(February 2022 – Present)
What is David Francis email address?
Email David Francis at [email protected], [email protected], [email protected], [email protected] and [email protected]. This email is the most updated David Francis's email found in 2026.
What is David Francis phone number?
David Francis phone number is 7204270434.
How to contact David Francis?
To contact David Francis send an email to [email protected], [email protected], [email protected], [email protected] or [email protected]. If you want to call David Francis try calling on 7204270434.
What company does David Francis work for?
David Francis works for Townsend.
What is David Francis's role at Townsend?
David Francis is Project Manager
What industry does David Francis work in?
David Francis works in the Financial Services industry.
