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David L. Pelland, CFP

Lawrence W. Pelland, CFP

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David L. Pelland, CFP®

As successor and son of Buzz, David entered the family business in May of 2000 with a degree in Finance from Miami University in Oxford, OH.  He is a Board Certified Financial Planner™ and is registered with the State of Ohio as an Investment Advisor Representative with ALDA Advisors, Inc..  He is further registered with ValMark Advisers, Inc., a SEC Registered Investment Advisor.   David is a Registered Representative (Series 7 & 66) with the Financial Industry Regulatory Authority (FINRA) through ValMark Securities, Inc and licensed in the states of Ohio, Florida, Kentucky, Massachusets, North Carolina, New Jersey, New York, Pennsylvania, Rhode Island, and Virginia.

 

Actively involved with the Greater Akron & Fairlawn Area Chambers of Commerce, David enjoys helping build the local community and is a member of the Fairlawn Area Chamber Commerce Board of Directors (currently serving as President).  David also spends time tutoring students in reading, math, and science at the  Helen Arnold Learning Center in the Akron Public School System and working with Habitat for Humanity.  Additionally, David is former Regional Director for the Ohio Jump$tart Coalition – an organization dedicated to improving financial literacy in grade school through college-aged youth, with a focus on successful lifelong financial decision making.  As a current member of the Financial Planning Association, David is also a member of several other professional organizations.
    

David & his wife Jillian  live in Fairlawn Heights with their 4 children Ella (6), Owen (4),  Cate (3), Zeke (2)  and three dogs Charlie, Dug the Pug, and Maddie a 165 pound Newfoundland.  They are all nature lovers and enjoy hiking, biking, golf and a great bottle of Bordeaux.



Fee-Based Planning offered through ALDA Advisors, Inc. a State Registered Investment Advisor
Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor
 ALDA
Advisors, Inc., its affiliates, and RPAG are separate entities from ValMark Securities, Inc. and ValMark Advisors, Inc.
Securities offered through ValMark Securities, Inc. Member FINRA, SIPC
 
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