David Jwanier

As a financial advisor, David enjoys working with clients to create comprehensive financial plans that can help them in pursuit of their lifelong financial goals. He joined Financial Independence Planning (FIP) in Conshohocken as a client services representative in April 2019 and moved to the position of financial advisor in 2024.

David came to FIP from Capital One Investing, where he served as a customer service representative since 2016. Prior to that, he was employed for many years as a media relations specialist in higher education and in various newspaper positions.

This Collegeville resident is a father of two and earned a B.A. in Communications from The Pennsylvania State University. He also holds Series 7, Series 63, and Series 65 registrations, as well as his Pennsylvania Life and Health Insurance license.