David Lawrence, CFP®
CERTIFIED FINANCIAL PLANNER™
David holds over a decade of experience in the financial services industry, joining Kemp Harvest Financial Group® in 2016. David is a is a CERTIFIED FINANCIAL PLANNER™ professional, conducting financial reviews with our clients and helping guide them through the retirement process.
David began his work in the financial services industry at Vanguard in March of 2006. He holds his Bachelors of Science from California University of Pennsylvania. He came to Kemp Harvest Financial Group® with an in-depth understanding of portfolio management, investment products, and client management. David works closely alongside Mark Kemp and Todd Little to present and review financial plans tailored to each individual’s needs and expectations.
David is an incredibly reliable, motivated, and methodical member of Team Kemp. His welcoming personality and genuine care for our clients allow him to skillfully help clients identify, plan for, and work towards their financial goals.
David is a member of both the Financial Planning Association (FPA) and International Association of Registered Financial Consultants (IARFC). He holds his Pennsylvania Life and Health certification as well as his FINRA Series 7 and 63 registrations held through LPL Financial.
David resides in Pottstown, Pennsylvania with his wife, Rachel, and their three children.