Navigating a clear course toward your financial security.

David T. Mayes, MA, EA, CRPC, CFP®

David T. Mayes Certified Financial Planner in NH

Areas of Focus:

 

Comprehensive Financial Planning
Retirement Income Planning
College Planning
Taxation
Insurance
Financial Markets 
The Economy

 


Credentials:

 

Certified Financial PlannerTM practitioner, 2007
IRS Enrolled Agent, 2002
Chartered Retirement Planning Counselor, 2003

 


Education:

David T. Mayes was born in 1967.  He graduated from Centennial High School, Champaign, IL (1985).  He has a Bachelor of Science degree in Economics from the University of Illinois (1989); a Master of Arts in Economics from the University of New Hampshire (1990); and later became a Ph. D. Candidate at The University of Tennessee, Knoxville (1995).  David is a Certified Financial Planner Practitioner and an IRS Enrolled Agent.

David is a member of the National Association of Personal Financial Advisors (NAPFA).


Experience:

David has a wide range of expertise on the economy, financial markets, taxation, insurance and other important financial planning areas.  Over the course of his graduate studies, David acted as a research assistant on many projects in both economics and finance.  After graduate school, David taught economics and finance courses to both graduate and undergraduate students at Kennesaw State University in Kennesaw, Georgia, (1998 – 1999) and served as a consultant to state and local governments and the private sector in Tennessee, assisting them in estimating the economic and financial affects of business location decisions (1995 – 1998).

David entered the financial services arena in 2003 as a sole practitioner providing fee-only financial planning and tax services.  He later served as a financial consultant at Granite Bank in Keene, NH (2004) and Mascoma Savings Bank in Lebanon, NH (2007 – 2008) where he provided financial planning and investment advisory services to bank customers.

David joined Bearing Point Wealth Partners in September 2008.

David lives in Hampton Falls, NH with his wife and three daughters where he serves as a Trustee of the Trust Funds.  In addition to his role as a town officer, David's community service activities include participation on the United Way of the Greater Seacoast Community Impact Council project where he was part of the Income and Housing Impact Council.


Press:

David is a regular columnist for the Portsmouth Herald.  His column, Money Talk, appears bi-weekly in the Sunday Business section.   His bylined articles have also appeared in the Foster's Daily Democrat, New Hampshire Business Review, and Rounds Online.  David has also contributed expertise to national publications including the Wall Street Journal.

Email your questions to info@bearingpointwealth.com

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