David Baller, Vice - President, Financial Advisor, has worked for nearly a decade in the financial services industry. David Baller is a CERTIFIED FINANCIAL PLANNER™ (CFP®) who assists business owner clients with retirement planning and succession planning, before, during and after the sale of a business.
David's role and focus each day is to stay in constant contact with his clients to make sure that they are on top of their important financial planning issues, whether it be their investments, reviewing and updating estate planning documents, or working with Steve Baller to make sure the clients' Envision financial plan is current and accurate.
After graduating from the College of Charleston with a Bachelor of Arts degree in Corporate Communication, David joined Baller Financial Group. He prides himself on first learning about his clients' goals, values, and expectations, and then building a customized portfolio of investments that serve as the foundation for their investment plan.
David lives in Oregon District with his wife, Sanam, and their dog and cat, Bear and Binx. In his free time, David enjoys tackling projects at home, spending time with his family and friends, traveling, and he stays active by playing golf and basketball. He also serves as the Treasurer and on the Board of Trustees for Dayton Crayons to Classrooms, an organization that helps provide teachers with school supplies for students in need.