David Crispin, CFP®, ChSNC

David Crispin, CFP®, ChSNC

Founder and Managing Director

Domicile State: NC

Along with a team of professionals, David Crispin provides guidance to his clients to help them reach their financial goals by offering comprehensive financial strategies. David graduated from the University of Chapel Hill with a degree in Business and has passed the Series 7, 63 and 65 examinations. Outside of the office, David enjoys spending time with his wife, Erin and their pets Jake, Salem and Adora, weekend excursions to his family farm, and Carolina Athletics. 


David Crispin's team offers an analysis of your current financial situation and helps you:

  • Identify financial goals and concerns
  • Illustrate what is being done to reach your goals and deal with concerns
  • Identify gaps, if present, and offer solutions to fill them


David’s team also provides total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*


*Through MM Trust Company, FSB. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Phone 919.619.2894
Fax 919.831.4589