David Coughlin, CFP®
David Coughlin Wealth Management
Providing wealth accumulation, management, and protection advice to estates, trusts, and responsible individuals for over twenty years
(619) 846-0300
• Financial Planning
• Retirement Planning
• Investment Management
• Wealth Management
• Pension Management
• Business Financial Planning
• Risk Management
• Estate Planning
• Wealth Preservation
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Offices
David Coughlin Wealth Management
Serving Clients Across the Country
Headquartered in
Jacksonville FL
David Coughlin is a financial advisor headquartered in Jacksonville, FL and serving clients across the country.  David Coughlin Wealth Management has over two decades experience with human behavior and the discipline of managing wealth.  Contact David R. Coughlin, CFP® for a no cost, no obligation consult.
Biography

Remove the noise of the prevailing financial narrative from your soundtrack.

David Coughlin was raised in suburban Detroit, Michigan and has attended to the wealth management interests of physicians and independent contractors for over twenty years. David has numerous private and enduring client relationships with physicians, many of whom began with him while residents at the Navy’s largest teaching hospital in the early 1990s, and continue to seek his counsel in the areas of wealth accumulation, management, and protection.

David R. Coughlin, CFP®, advisor to professionals, executives, and responsible individuals, is available for a no obligation wealth management consult.

In addition to David’s wealth management practice, he founded Federal Roll-Off Services, Inc., a disposal business servicing the Metropolitan Washington, D.C. construction and demolition industry. This first-hand experience with employee and client relations, fiscal discipline, governmental compliance, and taxation, buttress David’s two decades of observations and recommendations as a wealth manager.

David has earned electrical and computer engineering BS and MS degrees from the University of Michigan and the Naval Postgraduate School respectively.  He is a graduate of the Naval War College, the Armed Forces Staff College, and holds FAA ratings as a commercial, multi-engine, instrument pilot. In the past decade, he was recalled to active duty as a United States Navy Senior Officer (CAPTAIN) for service in the Pentagon and as a military advisor in Kabul, Afghanistan with NATO Training Mission Afghanistan.


Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors. David Coughlin is not affiliated with the Securities America companies.

This website is not an offer to buy or a solicitation to sell securities. Representative is licensed to offer securities in the following states: Arizona, Arkansas, California, Florida, Georgia, Hawaii, Illinois, Maryland, Massachusetts, Michigan, Minnesota, New Jersey, New Mexico, New York, North Carolina, South Carolina, Utah, Virginia, Washington, Wisconsin.

Representative is licensed to offer insurance in the following states: Arkansas, California, Florida, Hawaii, Maryland, Michigan, Minnesota, Nevada, New Jersey, North Carolina, Oregon, Texas, Virginia, Wisconsin.

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