Portrait of Dave Langan

David A. Langan

RICP®, AIF® Financial Advisor (717) 975-8800

David A. Langan Specializes In:

  • Comprehensive Financial Planning
  • Social Security Planning
  • Retirement Planning
  • State/Government Employees
  • Business Continuity Planning
  • Multi-Generational/Estate Planning
  • Medical Professionals
  • Wealth Management
Location

Camp Hill, PA

Education

Bachelor of Science – Slippery Rock University

Licenses

FINRA Series 7, 63, 66; Pennsylvania Life/Health & Variable Annuity License

Dave started his financial services career shortly after graduating from Slippery Rock University.  He  has over 15 years of experience in the areas of estate, business succession, retirement, insurance, tax reduction strategies, and investment planning.

As a trusted financial advocate, Dave works closely with his clients’ existing team of advisors (CPAs, Attorneys, etc.) to create detailed and coordinated strategies in order to optimize his clients’ financial picture.  He currently holds his FINRA Series 7, 63, and 66 Securities, as well as his Life/Health/Annuities License.  He has also earned the RICP® (Retirement Income Certified Professional®) and AIF® (Accredited Investment Fiduciary) designations.  This qualifies Dave to integrate approaches, products, and strategies to create an effective retirement income plan for his clients.

Dave is an avid presenter and enjoys educating individuals on topics such as Social Security planning.  He provides seminars to various organizations to better serve his community.

Dave and his wife, Wendy, have three children and live in Harrisburg, PA.  He enjoys skiing, road biking, and mountain biking in his spare time.

 

Check out the background of investment professionals on FINRA’s

Looking for a Better Client Experience

Schedule your Introductory Call Today

News & Events

Financial Planning: Helping You See the Big Picture

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are ...
Read More

Changing Jobs? Know Your 401(k) Options

If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) pla...
Read More

Tax Benefits of Home Ownership

In tax lingo, your principal residence is the place where you legally reside. It's typically the pl...
Read More