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David Creekmore, CFP®, MBA, RLP®

Helping Those Who Help Others

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Lifetime Financial David Creekmore, CFP®, MBA, RLP®
Takoma Park, MD

Serving Clients Nationwide

Helping Those Who Help Others

(202) 350-1515

Website

Areas of Focus

  • Education Funding
  • Financial Life Planning
  • Investment Management
  • LGBTQ Couples
  • Loss of Spouse or Partner
  • Retirement Planning
  • Student Loan Advising

About Me

Hi. I'm David Creekmore, President and Principal of Lifetime Financial. I'm a Certified Financial Planner (CFP®) and Registered Life Planner (RLP®).

I have over two decades of experience managing the complex budgeting, planning, investment, and technology of major nonprofits like Corporation for Public Broadcasting, Internews, and Council on Foreign Relations.

Now I'm offering that same expertise to nonprofit professionals like you. Lifetime Financial helps those who help others.

I'm a registered investment advisor and studied finance and investing at Johns Hopkins University. I'm also a member of XY Planning Network, Fee-Only Planning Network, and the National Association of Personal Financial Advisors, all of which require a strict fiduciary standard and compensation only from you, not from selling you any products or kickbacks.

The best way to see if we are a good fit for each other is to discuss your needs together. Get in touch using the Contact Me button above or click the Book Intro Call button to schedule a free 30-minute call.

I look forward to speaking with you.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Master of Business Administration (MBA)
  • Registered Life Planner (RLP)

Affiliations

  • CFP Board
  • Fee Only Network
  • Kinder Institute of Life Planning
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

7000 Carroll Ave Ste 201A Takoma Park, MD 20912

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed
  • Pro Bono

What to expect in the first meeting

Let’s have a conversation about you and your financial and life plans. Schedule a free 30-minute phone consultation with me by clicking the Book Intro Call button above. We’ll talk about your goals, questions, and concerns. You won’t get a sales pitch and there’s no obligation or cost to you. It’s your time to use as you want.

Offers Investment Management

Yes

About our Firm

Lifetime Financial is a boutique financial planning service for nonprofit professionals who want expert financial answers about retirement, college planning, investing, and insurance. Lifetime Financial helps you build the financial support to lead your best life. Together we will connect the dots between your financial realities and the life you long to live.

Education

New York University, B.S., Philosophy, Russian | The Johns Hopkins University - Carey Business School, MBA, Finance/IT

Volunteer Experience

Current member of the President's Leadership Council at Search for Common Ground. The President’s Leadership Council is an experienced group of global business executives, philanthropists, and thought leaders who advise the Board of Directors, the President, and the Executive Leadership Team on issues arising in connection with the challenges and opportunities Search faces. Appointed by the President for two-year, renewable terms, these leaders offer counsel, introductions, and feedback on the organization’s strategic priority-setting and life-saving peacebuilding work around the world. We are grateful for their generous support in creating a strong and sustainable business model for Search to build peace throughout the world.

Badges

Hobbies and Interests

  • Animal Rescue
  • Camping
  • Cooking
  • Gardening
  • Hiking
  • Movies
  • Music
  • Traveling
  • Volunteering
  • Writing

SEC Lookup

View Disclosure

Who We Serve

  • Blended Family
  • College Graduates
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Educators
  • Families
  • Gen X
  • Government Employees
  • LGBTQ Couples
  • Nonprofit Employees
  • Parents
  • Travel Lovers
  • Widow

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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