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David Creekmore, MBA

Helping Those Who Help Others

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Lifetime Financial David Creekmore, MBA Takoma Park, Maryland

Helping Those Who Help Others

Serving Clients Nationwide

Areas of Focus

  • College Funding
  • Financial Life Planning
  • Living in Retirement
  • Saving
  • Socially Responsible Investing

About Me

Hi. I'm David Creekmore, President and Principal of Lifetime Financial. I'm a CFP® and RLP certification candidate.

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

  • Candidate for CFP® certification

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Location

7000 Carroll Ave Ste 201A Takoma Park, MD 20912

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • 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 non-profit 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

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Who We Serve

  • Educators
  • Nonprofit Employees
  • Widow