About David Talley

David Talley is the founder and CEO of Talley Financial. He oversees the strategic direction of the firm while also guiding his individual clients toward a more secure financial future. David began his career with one of the largest financial services companies in the country, gaining valuable insight into the corporate perspective on financial advice and exposure to various types of advisors—both good and bad. He spent the next decade immersed in learning about money and witnessing firsthand the profound impact that effective financial planning can have on people’s lives. In 2020, David founded Talley Financial to deliver his unique approach to financial advice, unfiltered and personalized.

David currently holds Series 6, 7, 63, and 65 investment licenses, along with life and health insurance licenses. He is also a Chartered Financial Consultant (ChFC) and a CERTIFIED FINANCIAL PLANNER^® professional (CFP^®). His practice primarily focuses on fee-based planning for small business owners. David lives in Johnson City, TN, with his wife and two children. In his free time, he enjoys playing golf, hiking, reading, and traveling.

https://www.mytalleyfinancial.com/

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered. Investment Adviser. Cambridge and Talley Financial are not affiliated. Cambridge does not offer tax or legal advice. Tax advice offered through Talley Tax Services. Fixed insurance offered through various independent insurance companies.