David A. Estabrook, CFP<sup>&reg;</sup> - Financial Advisor

David A. Estabrook, CFP®

Registered Principal

Raymond James Financial Services, Inc.

383 Inverness Pkwy, Ste 310
Englewood, CO 80112
FINANCIAL ADVISOR'S WEBSITE
(877) 558-8990
+1 More Number
(303) 858-8990
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General

David Estabrook is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Raymond James Financial Services, Inc. in Englewood, CO and the surrounding communities.

Financial Advisor Overview

David has worked in the financial services industry for over fifteen years. His primary focus is wealth management and retirement planning. When people ask David why he became a financial planner, the answer is all about loving what you do. “Working with individuals and families to help reach their retirement and financial goals is something I absolutely love,” says the Denver native. “I believe my efforts can impact my clients for the rest of their lives, and benefit their children as well.”
David specializes in wealth management, retirement planning and investment planning for individuals close to retirement, or those that have recently retired. Often these individuals have questions about pension options, retirement income strategies, social security and investments. Additional services include risk management and insurance needs, college and legacy planning.
In addition, we also have expertise in financial planning for successful young individuals and families (typically age 35-45). Services include retirement and investment planning, college funding, insurance analysis and help with estate planning.

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Financial Advisor Experience

David has earned the Raymond James Executive Council Award1 for the past four years (2014, 2015, 2016, 2017). Executive Council honors are presented only to those financial advisors who have demonstrated an extremely high level of commitment to clients through personal service and professional integrity.  David has been quoted in several Denver Post articles for his expertise in financial planning. In 2015 David was selected to become a member of the Institute of Investment Management Consulting (IIMC) at Raymond James. He successfully completed the curriculum and passed the exam to earn the title of Investment Management Consultant, which emphasizes asset allocation and portfolio construction. David is a member of the Financial Planning Association and the Financial Services Institute.
David is a Registered Investment Advisor Representative and holds multiple security licenses that include Series 6, 7, 9, 10 and 66, as well as life, health and long-term care insurance licenses. David is a Certified Financial Planner™ practitioner and Branch Manager. He also holds a WMS, Wealth Management Specialist designation and is a CEP®, Certified Estate Planner.
David graduated from the Colorado School of Mines with a double major in mechanical and civil engineering while playing basketball. After graduation, David worked for Anderson Consulting (now Accenture), one of the largest business and technical consulting firms in the world. His experiences there have augmented his transition into finance and enhanced his ability to help his clients with a well-rounded approach to investments. In 2007 David partnered with Sean O’Neill, CFP®, to open a new branch office in south Denver with Raymond James Financial Services, Inc.
*Membership based on prior year fiscal production.
Re-qualification is required annually.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 9, 10, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer

Securities offered through Raymond James Financial Services Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors Inc.
Raymond James is not affiliated with Financial Planning Association or Financial Planning Institute. 

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Special Needs

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Helpful Financial Planning Resources