David Rochester CEPA®, RICP®

Financial Advisor
drochester@shoemakerfinancial.com
901-757-5757 ext. 1143
800-757-1059 ext. 1143

Email David

“Striving to Build Longevity in Family Wealth”

Professional Services
  • Business-owner Exit & Succession Strategies
  • Key Employee Benefits
  • Company 401(k) Retirement plans
  • Investments
  • Estate Planning
  • Retirement Preparation
  • Long-term Care insurance
  • Life & Disability Insurance
Professional Qualifications
  • Accredited Investment Fiduciary (AIF)
  • Retirement Income Certified Professional (RICP)
  • Certified Fund Specialist (CFS)
  • Series 7, 6 & 63 Securities Registration
  • Life/Health License
  • Million Dollar Round Table (MDRT) Lifetime member
Community / Industry Involvement 
  • Member of Institute of Business and Finance (IBF)
  • Member of Financial Planning Association (FPA)
  • Member of Associated Builders and Contractors (ABC)
  • Member of Associated General Contractors (AGC)
  • Member of West TN Homebuilders Association
Personal
  • Married to Leslie and proud father to Hunter and Abigail
  • Alumnus of Mississippi State University and University of Memphis
  • Church deacon
  • Enjoys the outdoors, hunting and traveling
 

For a comprehensive review of your personal situation, always consult your legal advisor. Neither Cetera Advisor Networks LLC, nor any of its representatives may give legal advice.

The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.

 
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