David A. Burd, CFP®

Cofounder, Advisory Consultant

Tel: 1-800-525-4075

David knows that getting people to talk about what’s important to them is key to his work as an advisor. He pursues conversation that allows him to know his clients better and keep up with the changes in their lives.

He enjoys working with families and is an expert in wealth planning across generations. In some instances, he’s advised three generations of the same family.

David has a unique understanding of the medical community and his primary focus is on the financial needs of physicians. He is co-author of two books for physicians: Pay Yourself First: A Financial Guide for Doctors Entering Practice and Changing Outcomes: A Financial Recovery Strategy for Peak-Career Physicians.

A graduate of Swarthmore College, he’s 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.

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

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 16 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.

REQUEST A FREE CONSULT: 1-800-525-4075

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