David J. Smith, CFP®
As the founder and president of DJS Financial, David is responsible for integrating various disciplines, such as financial planning and client portfolio management, into a cohesive strategy for our clients.
Being in practice for more than 20 years has afforded David the experience required to navigate the difficulties and complexities of today’s financial world for our clients.
After attending Lafayette College and earning his AB in economics and business, David completed the CERTIFIED FINANCIAL PLANNER™ curriculum at the American College. He holds the FINRA Series 6, 7, and 63 securities registrations.
David lives in Plainfield Township, Pennsylvania, with his wife, Lori. In his spare time, he enjoys hiking, biking, and sports of all kinds. His new passion is participating in scramble golf, especially when he can tie it to supporting local causes.