David Mulhearn

David joined Advisors Financial in 2019 as a paraplanner before transitioning into his current role as a lead Financial Planner. David is detail-oriented and analytical, and has been a steady, empathetic advisor for his clients. As someone who likes to make the most of any situation, he finds financial planning a good fit for his skills and outlook on life. His goal is to help clients solve financial planning challenges and create a plan that makes the most of their individual circumstances.

Prior to joining AFI, David assisted small businesses with regulatory requirements related to the design and administration of 401(k) plans and other qualified retirement plans.

David’s most rewarding moments happen when he helps his clients use the tools at their disposal to achieve their goals more efficiently: “It is helpful to have good tools, but it is essential that the tools are used in the right way."

David holds a Bachelor of Arts degree from Washington College, where he majored in Economics and minored in Accounting & Finance. He completed the financial planning program at George Mason University in 2020. David received the CERTIFIED FINANCIAL PLANNER™ certification in 2021. In order to become a CFP® practitioner, he was required to satisfy the educational requirements, pass the comprehensive 6-hour CFP® Certification Examination, pass the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility which puts clients' interests first, and comply with the Financial Planning Practice Standards which spells out what clients should be able to reasonably expect from the financial planning engagement. Finally, he completed the required three years of full-time relevant personal experience prior to using the CFP® mark. He also holds the Series 65 securities registration.

David grew up in Pennsylvania, and currently resides in Northern Virginia. Outside of work, you can find him spending time with family, volunteering, playing softball, or watching the New York Mets.