David Globke, Certified Social Security Advisor
David Globke
Vice President of Wealth Management for SFA Wealth, SFA Wealth Managment
Professional Profile
David Globke stands out as a trusted Vice President of Wealth Management at SFA Wealth, bringing over 25 years of combined advisory experience to the table. Based in Tennessee, David is a dedicated professional who specializes in distribution planning and advanced tax strategies for retirees, ensuring his clients make the most of their retirement savings.
As a Retirement Income Certified Professional (RICP) and an Investment Advisor Representative, David is equipped with the knowledge and expertise necessary to navigate the complexities of Social Security and retirement planning. His deep understanding of the industry and commitment to client success has earned him respect and recognition among his peers and clients alike.
David is not just passionate about finance; he also values quality time with his family. He enjoys golfing and cherishes moments spent with his wife of 12 years, their 8-year-old son, and their beloved Boston Terrier, Hank. When you choose to work with David, you're not just getting an advisor; you're partnering with a seasoned expert who prioritizes your financial well-being and understands the intricacies of your retirement journey.
David Globke has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.
For personalized, knowledgeable guidance in wealth management and Social Security planning, connect with David Globke at SFA Wealth today.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.