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David Hodges

CFP®
Integra Wealth, LLC
Chattanooga, TN
Comprehensive | Consultative | Fee-only | Investment and Financial Planning Advice

Meet David

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Intro - David Hodges
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The Importance of Diversification - David Hodges
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The Importance of Minimizing Taxes and Investment Fees - David Hodges
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How to Evaluate a Good Financial Advisor - David Hodges
Video Transcripts

David A. Hodges is a native of Chattanooga, Certified Financial Planner professional, and holds degrees in both Economics and Spanish from the University of Tennessee at Chattanooga. He is fluent in Spanish and is a member of The National Association of Personal Financial Advisors. He is a proud member of the Knights of Columbus.

David is the founder of Integra Wealth, LLC, a local, independent, objective advice oriented comprehensive financial…

David A. Hodges is a native of Chattanooga, Certified Financial Planner professional, and holds degrees in both Economics and Spanish from the University of Tennessee at Chattanooga. He is fluent in Spanish and is a member of The National Association of Personal Financial Advisors. He is a proud member of the Knights of Columbus.

David is the founder of Integra Wealth, LLC, a local, independent, objective advice oriented comprehensive financial planning and registered investment advisor firm that does not permit the receipt of compensation by commission sales or commission products.

As a CFP® professional, I received the personal satisfaction of obtaining the certification so that I can help my clients fulfill their financial goals.

My CFP® mark distinguishes me among my peers in the financial services industry as it shows that I have voluntarily met rigorous requirements of education, examination and experience and abide by CFP Board’s Standards of Professional Conduct, which includes agreeing to a fiduciary standard of care that places my clients’ interests first.

CFP Board enforces the professional standards for CFP professionals like me, and misconduct leads to action by CFP Board that can include a letter of admonition, suspension or revocation of CFP certification.

Federal and State Fiduciary Standard law requires Integra Wealth to solely act in the best interest of its clients at all times.

Languages Spoken
Spanish

Services offered

Investment management
Financial planning
Investment consulting
Asset allocation
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning
Insurance management
LGBT services
Socially responsible investing

Experience with

Small business owners
Medical professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

NAPFA - National Association of Personal Financial Advisors
FPA - Financial Planning Association

Education

Bachelors - The University of Tennessee-Chattanooga
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