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About David Price
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David enjoys working with clients to help them identify and prioritize their personal or business financial goals, which is one of the first steps toward developing an effective retirement plan. He also provides analysis, evaluation and solution strategies for clients helping them to pursue financial goals include risk management (insurances), retirement and investment planning, and tax and estate planning.
David joined the team at Commonwealth Capital Management in 2004 as a Financial Consultant. Prior to joining the team, he was fortunate to work and gain experience in multiple financial roles, including senior management, corporate controller and financial analyst positions. The work experiences accumulated throughout the more than 25 years in financial service, manufacturing, drug discovery, and food service industries, has equipped him with a "business sense" and "versatility" that has served him well as he guides clients through the financial planning process.
David has a B.S. in Business from the University of Louisville. His wife of 25 years (Lori) and David enjoy playing tennis, golf, working out at the YMCA, and cheering for their daughter’s sports teams.
David joined the team at Commonwealth Capital Management in 2004 as a Financial Consultant. Prior to joining the team, he was fortunate to work and gain experience in multiple financial roles, including senior management, corporate controller and financial analyst positions. The work experiences accumulated throughout the more than 25 years in financial service, manufacturing, drug discovery, and food service industries, has equipped him with a "business sense" and "versatility" that has served him well as he guides clients through the financial planning process.
David has a B.S. in Business from the University of Louisville. His wife of 25 years (Lori) and David enjoy playing tennis, golf, working out at the YMCA, and cheering for their daughter’s sports teams.
