David A. Burd, CFP®

Managing Director

Tel: 1-800-525-4075

David has a unique understanding of the medical community, and his primary focus is on the financial needs of physicians. He was named as one of the Best Financial Advisers for Doctors by Medical Economics magazine in 2006, 2010, 2011, 2012, 2013 and 2014.*

David also particularly enjoys the process of wealth planning across generations. In some instances, he has advised three generations of the same family.

A graduate of Swarthmore College, David has worked in the investment field since 1978. He co-founded TGS Financial Advisors with Jim Hemphill in 1990. He holds the CERTIFIED FINANCIAL PLANNER™ certification and is a member of the Financial Planning Association, the Society of Financial Planners and the Financial Service Institute.

David is married to Charlene, who recently happily retired from her career as a guidance counselor in the Delran School District in New Jersey. They have two children, Zachary and Samantha, and have lived in Voorhees, New Jersey, for over 30 years.

David is an active recreational cyclist. He’s completed the National MS Society’s Bike MS: City to Shore ride in each of the past 15 years.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

* Standards for inclusion: Advisors should have a depth of knowledge about a broad range of financial issues. Current membership in a sponsoring association, such as the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), or the National Society for Certified Healthcare Business Consultants (NSCHBC) is preferred. Advisors with a focus on physician business are considered an excellent fit. A minimum of about 10 years of experience is generally required. Advisor ranking is based on each advisor’s assets under management and the revenue generated by his or her firm. Investment performance is not explicitly considered. Fee-based, commission-based, and fee-only advisors are considered. Advisors listed are generally limited to those that require $1 million or less as a minimum. Each advisor listed is checked against the national databases of the Financial Industry Regulatory Authority and the U.S. Securities and Exchange Commission and certifications are verified. Much of the information considered for inclusion is provided by the advisor. Medical Economics Best Financial Advisers is a paid listing advertising supplement.

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