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David H. Jeffries,CFP®, RICP®

David H. Jeffries,CFP®, RICP®


About David H. Jeffries, CFP®,RICP®

People often comment that I have a knack for taking a complex financial concept and making it easy to understand. To me, one of my primary responsibilities as a financial planner is to help my clients quantify their goals and then understand all of the options that are available to them as potential solutions. I think a good financial planner should be adept at both listening and teaching.

I’ve always enjoyed the analytical aspects of financial topics and strategies, so it’s not surprising that ended up majoring in Finance, while receiving my degree from the University of Tennessee in 1984.  

Like many college graduates looking to enter the work force, I accepted the job that paid the most money, becoming a claims adjuster with a major property & casualty insurance company.  I learned a lot about insurance, management and people in general, but after 15 years I felt a change was in order. I knew that working in the financial world was my true calling, so I made a deliberate choice to change careers and begin the task of study and credentialing to become a financial advisor, and I’ve never looked back.

In addition to all of the initial credentialing and continuing education required by the State of Tennessee and FINRA, I have endeavored to continue to broaden my professional education at the highest level. I earned the CERTIFIED FINANCIAL PLANNER™ professional designation in 2010, followed by the Retirement Income Certified Professional® designation in 2015. I was honored to have served as the President of the East Tennessee Chapter of The Financial Planning Association for 2019.

A member of Waypoint Financial Partners, LLC (formerly Imbrey & Associates) since 2005, I’m very proud of my partnership with Richard and Jacki Imbrey. We’re a very good team, and I look forward to serving clients in East Tennessee as part of that team for a very long time to come.

My Philosophy

When working to formulate a sound financial strategy, I believe in taking a long-term view. My integrity, experience, and hands-on approach, combined with products and services backed by Equitable Advisors's vast resources can help you plan for - and build - your financial future. I maintain membership in the Certified Financial Planner Board of Standards, the Financial Planning Association, the East Tennessee Chapter of the Financial Planning Association,the National Association of Insurance and Financial Advisors and the Knoxville Association of Insurance and Financial Advisors. I have been in practice in the financial services and insurance business since 2000.

Now that you've learned a little bit about me and the work I do, let me help you plan for your financial future. Send me an e-mail, give me a call at the phone number listed on my Home page or register for a no obligation meeting here on my Web site using the "Appointment Sign-up" link. Let's work together to help you build a more secure financial future.

Thanks for visiting.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the CERTIFIED FINANCIAL PLANNER BOARD of Standards, Inc. These marks are awarded to individuals who successfully complete the Boards initial and ongoing certification requirements.

California Insurance License #: 4159951

Waypoint Financial Partners, LLC. ( formerly Imbrey & Associates) is not owned or operated by Equitable Advisors, LLC or its affiliates.