David B. Lafferty,  CFP<sup>&reg;</sup> - Financial Advisor

David B. Lafferty, CFP®

Senior Financial Advisor

Wescott Financial Advisory Group, LLC

30 S 17th St, 4th Flr
Philadelphia, PA 19103
(215) 979-1606

General

David Lafferty is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wescott Financial Advisory Group, LLC in Philadelphia, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Retirement, Long-term Care

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Helpful Financial Planning Resources