Broker Check
David Jwanier

David Jwanier

Senior Client Service Associate

David Jwanier has joined Financial Independence Planning (FIP) in Conshohocken as a client services representative in April 2019. In this role, Jwanier will assist the company’s financial advisors by preparing financial reports, scheduling appointments, and performing other tasks to serve a growing client base. David has Series 7, Series 63, and Series 65 registrations. He comes 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. The Collegeville resident holds a B.A. in Communications from The Pennsylvania State University.