Advisor Story: David Belinkie, CFP®

Transcript:

DAVID BELINKIE (00:02): I grew up enjoying math. Then when you started having money enter into the conversation, it just got to
be that much more exciting and something that I felt like I had a passion behind. One thing I really, really enjoy is when I can find big opportunities or maybe areas that have been missed that can save them significant amounts of money, more money in their pocket to help them to reach their goals.

About The Author

David Belinkie, CFP®

David Belinkie, CFP®

David Belinkie, CFP®, is a partner and financial advisor at Spaugh Dameron Tenny, where he specializes in helping business owners, executives, doctors, and successful retirees navigate complex financial decisions. With nearly two decades of experience and a CERTIFIED FINANCIAL PLANNER® designation earned in 2006, David is known for his thorough, client-first approach, guiding high-net-worth professionals through personalized planning, implementation, and long-term oversight. Based in Charlotte, he serves as a trusted resource for clients seeking clarity, coordination, and confidence in their financial lives.