David Beeman, CFP®
Financial Planner | Financial Services Executive | Investment Advisor Representative
David is a Certified Financial Planner professional with Barnum Financial Group with over a decade of experience. In 2014 David became a Partner in the Team GCPD financial planning practice.
David’s approach to financial planning is very simple: listen carefully, provide sound advice, and care deeply for the clients you serve. His goal is to guide clients through a complex and ever-changing financial world by providing superior financial education and creative strategies tailored to each client’s long-term goals. David also teaches seminars supporting financial education to employees at major corporations in the tri-state area.
A cum laude graduate of the University of Connecticut with a Bachelor of Science degree in finance, David began his career in Boston. He currently lives in Shelton, CT with his wife Kate and their daughter, Cameron. David has a strong belief in giving back to his community and has been a Big Brother Mentor in the Shelton Public School system for the last 8 years. In his limited spare time, David is an avid golfer and currently serves on the Board of Governor’s at Race Brook Country Club.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT; CA Insurance License # 0I03549