Considered one of the leading financial planners in the nation, David Strege is a CERTIFIED FINANCIAL PLANNER practitioner and has earned the right to use the Chartered Financial Analyst (CFA) designation. He received his CFA certification following intensive study in investment portfolio design and management. David has been recognized by Worth magazine as one of the top financial advisors in the United States. In 1997, the central Iowa Chapter of IAFP presented him the Ric Jorgenson Award. This prestigious award is presented annually to the financial planning professional who exemplifies excellence and high standards in the field of financial planning and community service. David was part of a team that won two national financial planning awards for financial planning case studies. David was published in the American Management Association's Journal of Total Compensation Strategies in 1999 for his work on "Employee Strategies for Stock Based Compensation". He also co-authored a pre-retirement and retirement planning book. He is a member of the CFA Institute, the National Association of Personal Financial Planners (NAPFA), the National Association of Philanthropic Planners (NAPP), the Financial Planning Association (FPA), and past president of the Central Iowa chapter of the IAFP. David served on the national board of the Financial Planning Association (FPA) for six years. A graduate of Drake University, David has been a financial advisor since 1981. He and his wife, Jennifer, live near Dallas Center, Iowa, and have two children.