David Barol, President
MPP, CFP®, CLU®, ChFC®, BFA®
Hi, I’m David Barol. Nice to meet you!
David Barol is our wealth advisor at Keystone Asset Management Strategies. With more than 20 years of experience, he specializes in helping clients create a values-based financial strategy so they can turn their dreams into achievable goals.
David earned his bachelor’s in Political and Social Thought from the University of Virginia and a Master’s in Public Policy from the John F. Kennedy School at Harvard. He spent many years working in economics consulting and then public finance.
David has made significant contributions to society, including writing the war risk insurance policy used by the federal government during the Gulf War and measuring the economic impact of investments in infrastructure; most notably the project that led to the building of the airport in Hong Kong.
He holds the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Certified Financial Planner™(CFP®), and Behavioral Finance Advisor (BFA®) designations
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Securities & Advisory Services offered through CreativeOne Securities, LLC, member
FINRA/SIPC
and an Investment Advisor. KeyAMS and CreativeOne Securities, LLC are separate entities.
Licensed Insurance Professional. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.
*David Barol/Key AMS does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.
