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    David Wheat

    Bringing leadership, relationship, and creativity to financial professionals every day.

    David Wheat is a seasoned professional with 29 years of dedicated experience in assisting clients in achieving their financial security goals.

    Currently serving as a Business Leader at Cambridge Investment Research, David excels in coaching advisors on practice management, transitioning to fee-based service models, and optimizing technology for enhanced client service.

    His areas of expertise include Accredited Investment Fiduciary services, 401(k) and Corporate Retirement Plans, Fee-Based Financial Planning, Social Security optimization, insurance, retirement planning, IRA management, Investments, and legacy planning.

    David's educational background includes studying Chartered Financial Consultant (ChFC) and Financial Planning at The American College, as well as a BA in History/Philosophy from Oklahoma Baptist University.

    He holds key positions such as Registered Principal/OSJ at Cambridge Investment Research, and has previously been the Co-Founder at the same organization, along with being a Financial Planner/Registered Rep at Northeast Planning Associates, Inc.

    David Wheat
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    Location

    Bedford, New Hampshire
    Location