Fairfax - Mosaic District

C.J. David

CFP®

Investment Advisor Representative

8315 Lee Hwy, Suite 325
Fairfax, VA 22031

C.J. David

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

C.J. David

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About C.J.

C.J. joins Focus Partners Wealth with a detail-oriented mind, ready to ensure your plan is as accurate to your goals as possible, and an empathic ear, here to listen to your goals and help you achieve them.

Previously, C.J. worked for seven years as an Academic Coach with Private Prep Inc., where he worked primarily with high school students to prepare them for college admissions exams.

Education and Professional Milestones

-University of North Carolina at Chapel Hill - bachelor’s degree in music and biology

-Bard College – master’s degree in music

-Kenan-Flagler School of Business – business certification