Tag: David Koren

Get To Know David Koren, MBA, ChFC®, CLU® (Ep. 1)

Get To Know David Koren, MBA, ChFC®, CLU® (Ep. 1)

Welcome to Unleash Your Retirement, where we give you the confidence you need to pursue your dreams in retirement.

In this inaugural episode, David Koren, MBA, ChFC®, CLU® introduces himself starting with how he got into the financial services industry and his plans for this podcast. David also talks about the type of clients he helps at RVA Wealth Management, why giving back to the community is so important, and how he enjoys his personal time as a family man.

Get to know David as he discusses: 

  • His journey from engineering to the financial services industry
  • What you can expect to learn from the Unleash Your Retirement podcast
  • His number one recommendation to his clients
  • RVA Wealth Management’s investment philosophy
  • And more

Connect with David Koren: 

About David Koren: 

David Koren, MBA, ChFC®, CLU® is the Founder and a Wealth Manager at RVA Wealth Management with a Master of Business Administration from Purdue University and a Bachelor of Science degree from Virginia Tech. Holding licenses such as FINRA Series 7 and Series 66, he is well-versed in the realm of securities and state laws. In addition, David is licensed in multiple states for Life, Health, and Annuities. With esteemed designations as a Chartered Financial Consultant® (ChFC®) and a Chartered Life Underwriter® (CLU®), he brings a wealth of expertise and knowledge to his work in the financial industry.