David Chalmers, CWS, AIF, is Managing Partner and Advisor at Haddon Financial Solutions. Specializing in income and tax strategy planning, Dave has been helping clients understand and accomplish their financial goals for more than two decades.
After graduating from Temple University, Dave became a Certified Wealth Strategist (CWS) and an Accredited Investment Fiduciary (AIF). His extensive experience and deep industry insight allow him to help clients decipher and work through complex financial situations and effectively plan for long-term wealth confidence.
As a Partner and Principal of an independent property and casualty insurance agency, Dave has access to independent risk mitigation to help protect clients from potential loss or liability exposure. Committed to putting the needs of his clients first at all times, Dave is an invaluable resource and trusted partner to the many individuals and families who depend on his independent, objective guidance.
Dave lives in his hometown of Cherry Hill, New Jersey with his wife and two adopted boys. He is an avid Philadelphia sports fan and is an animal rescue advocate on both local and regional levels. In his free time, he enjoys cheering on his kids as they participate in multiple team sports throughout the area.