David S. Dryden, CFP<sup>&reg;</sup> - Financial Advisor

David S. Dryden, CFP®

ChFC, MS

Managing Partner

Insight Wealth Partners, LLC

3333 Premier Dr, Ste 800
Plano, TX 75023
FINANCIAL ADVISOR'S WEBSITE
(972) 543-4800

General

David Dryden is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Insight Wealth Partners, LLC in Plano, TX and the surrounding communities.

Financial Advisor Overview

Insight Wealth Partners, LLC, is an independent, fee-only wealth management and advisory firm committed to providing comprehensive financial planning and investment management expertise to enable our clients to achieve their personal financial goals and live out their dreams. The principles of stewardship, discipline and balanced perspective will guide all the financial decisions that we will make on behalf of Insight Wealth Partners' clients.

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Financial Advisor Experience

Prior to founding Insight Wealth Partners in 2010, David spent 18 years as a CERTIFIED FINANCIAL PLANNER practitioner and Principal with Middlebrook, Dryden, Carter and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. During his time there, David was recognized as a Senior Financial Advisor and Private Wealth Manager, and received numerous awards for the highest level of client satisfaction and quality of advice. David was one of the youngest advisors with Ameriprise to achieve the Diamond Ring award, recognizing him for both his professional achievement and his exceptional work with clients. David was awarded D Magazine’s prestigious “Best Financial Planners in Dallas” title multiple times and was named in Texas Monthly magazine as a FIVE STAR Wealth Manager, which assists consumers in selecting a wealth manager who provides their clients exceptional client service and advice. David enjoys working directly with clients to help them solve life’s complicated issues and decisions. David has the ability to help solve problems and see possibilities that others may not be able to see, and he enjoys incorporating those skills into his client relationships. David graduated from Baylor University in 1991 with a Bachelor of Business Administration with a dual concentration of finance and operations management. He also holds a Master of Science degree in financial planning from the College for Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, and he holds a Chartered Financial Consultant professional designation. David is an active member of the Financial Planning Association and Kingdom Advisors.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - MS

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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