David Carl is a Senior Partner at Professional Wealth Management Group. He works directly with clients to design a customized strategy that fits their needs to create a holistic life plan with an emphasis on asset protection. David enjoys the challenge of building seamless plans that protect his clients. Having been in the financial services industry for 21 years, David has the skills and focus needed to ensure the financial success of his clients.
With a degree in finance, David went on to obtain his Certified Financial Planner CFP ® and Registered Investment Advisor (RIA) designation as well as his series 6, 63, and 7. He specializes in small business and personal finance. With over 15 years of experience developing and implementing advanced investment and risk management plans, David places an emphasis on investment design, tax management, and asset protection.
Growing up in a construction family, David faced many challenges and financial extremes in his youth. Highly unpredictable and stressful, the construction industry was not right for David. Having learned the value of hard work and integrity, David went on to create a life of financial security for himself and teach others how to do the same with a career in the financial services industry.
Originally from a small northeastern town in Ohio, David now lives in Frisco, Texas. He remembers the economic impact being in a small town had on him and his family but recalls it being a wonderful place to grow up. He enjoys the hustle and bustle of the DFW metroplex now. David loves going to the beach, fishing, golfing, and exploring. He is passionate about working on watercraft and off-roading vehicles.