SPECIAL ADVERTISING SECTION PROFILES Financial Professionals
6400 Goldsboro Road, Suite 550 | Bethesda, MD 20817
301-263-8509 | www.davidbhurwitz.com
What type of client do you specialize in?
I specialize in clients who are preparing themselves for retirement or currently
in retirement with a typical account size between $500,000—$5 million.
These are often Baby Boomers looking for a straightforward framework to
create a sound retirement plan. My professional designations are specific to
the planning needs surrounding retirement: strategies for creating retirement
income, wealth management and estate planning.
What makes your client experience unique?
I invite you to visit my website where you can view my videos on how I
differentiate myself and my practice and our turn-key concierge service,
including my practice’s wholistic approach and other relevant topics like multi-
generational planning. Please visit www.davidbhurwitz.com to learn more.
David B. Hurwitz, CFP®, CRPC®,
CRPS®, RICP®, APMA®
PRIVATE WEALTH ADVISOR, AMERIPRISE FINANCIAL
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED
FINANCIAL PLANNER™ and CFP (with flame design) in the U.S. Ameriprise Financial cannot guarantee
future financial results. Investment advisory services and products are made available through Ameriprise
Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc., Member
FINRA and SIPC. © 2018 Ameriprise Financial, Inc., All rights reserved.
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