David A. Emery, CFP®, CDFA®

Senior Financial Planner

David A. Emery is a Senior Financial Planner with the Planning Capital Management Corp. He has provided wealth management and financial planning services to clients in the Philadelphia area since 2003. Dave holds the Certified Divorce Financial Analyst (CDFA®) designation, in addition to his CFP® certification.

Dave has a Bachelor of Science in Mechanical Engineering from Lehigh University and Masters of Business Administration from Baldwin Wallace University. Prior to entering the financial planning profession, Dave spent 17 years in sales with The Torrington Company, a division of Ingersoll Rand. Now, he helps with the many planning topics pertaining to the “sandwich generation”, people between the ages of 45 to 65. He focuses on retirement income planning, helping families understand where they are financially, where they want to go, how to get there and, once there, how to sustain their lifestyle. He also helps the elderly plan their aging lifestyle, addressing financial, health and legacy concerns. In addition to these areas, Dave has extensive experience in helping families with reducing the costs associated with educating their children and helps divorcing clients understand the equitable distribution of marital assets and the financial challenges which can result from divorce.

Dave has served on the board of the Philadelphia Area Chapter of the Financial Planning Association and has been an active member of the National Association of Personal Financial Advisors (NAPFA), the Association of Divorce Financial Planners, the Bucks County Estate Planning Council and the National College Advocacy Group. In addition, he has served on the alumni association board of Lehigh University’s Chi Phi fraternity, and on the board of C.B. Cares, a non-profit organization focused on the betterment of Central Bucks County’s youth.