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David Faulkner, CFP®
Financial Advisor
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David Faulkner, CFP®
Financial Advisor

David’s passion for financial planning began in college while interning at a local planning firm for two summers. He quickly realized the positive impact he could make in people’s lives through the principles of sound planning, something he carries on today as a financial advisor with Spectrum Advisors.

As a member of The Society for Financial Awareness (SOFA), David is able to utilize his passion to educate by hosting free, financial education workshops in order to empower those approaching or already in the retirement phase of life.

With a Bachelor of Business Administration degree in Finance from Texas A&M University, David began his financial services career in 2001. He holds the CERTIFIED FINANCIAL PLANNERTM practitioner, as well as Chartered Life Underwriter (CLU®) designations. Additionally, David holds his Series 6, 63, 65 securities registrations as well as a General Lines insurance license in TX.

On a personal note, David grew up in Dallas as the youngest of four boys and graduated from Richardson High School. While at Texas A&M, David was a member of the Corps of Cadets (Company D2) as well as the Aggie Men’s Club, a Christian service-based fraternity focused on serving the community.

One of the biggest moments in David’s life was in January of 1992 when he first met his bride-to-be. Married since 2000, Libby is his best friend and amazing mother to their three boys, Caleb, Micah and Noah. David and Libby are members of and serve on the greeting team at Gateway Church in Frisco. Living in McKinney, David enjoys spending time with his family, running, playing soccer, fly fishing, and golfing.

The Society for Financial Awareness "SOFA" is a paid membership organization comprised of professionals of varying specialities. SOFA is a 501(c)(3) non-profit organization whose focus is to provide financial education to individuals, businesses and organizations through member professionals. The SOFA logo and/or trademarks are property of their respective owners and no endorsement of David Faulkner or Spectrum Advisors, Inc is stated or implied.

Complimentary Retirement Kit

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    Mike Reppert is a senior partner and investment advisor representative at Spectrum Advisors with more than 30 years’ experience in the financial industry.

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    Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship. Securities offered through Madison Avenue Securities, LLC (MAS), member of FINRA/SIPC. Investment advisory services offered through Spectrum Advisors, Inc, a Registered Investment Advisor. MAS and Spectrum Advisors, Inc are not affiliated entities.

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    Ed Slott’s Elite IRA Advisor Group (“Ed Slott”) is a membership organization. Qualifying criteria includes payment of annual dues and attendance of workshops. Membership with Ed Slott in no way implies that Mike Reppert is an IRA distribution expert. Ed Slott is not affiliated with Spectrum Advisors, Inc or Madison Avenue Securities, LLC.

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