David Edmisten, CFP® Next Phase Financial Planning

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About David Edmisten, CFP®

Hi, I’m David Edmisten, CFP®. Next Phase Financial Planning works with corporate professionals who are planning to retire early, typically within the next 3 years. I can help you answer these important questions:
-Have I saved enough to retire early and not run out of money?
-Am I paying too much in taxes?
-Are my investments set up correctly for retirement?
-​​Have I made the correct plans for Social Security, my employer benefits and healthcare?

I am a CERTIFIED FINANCIAL PLANNER™ with 16 years of experience advising clients to retire and enjoy the next phase of their life confidently. I’ve had a successful career at my previous firms, consistently recognized as a high achiever, leader and chosen to coach and develop my peers.

I’ve successfully helped corporate employees from several industries and was selected as an exclusive partner with a local energy pipeline company to help their executive team with retirement planning. I decided to start Next Phase Financial Planning so that I can use my expertise exclusively with the people that I provide the most value to – those considering an early retirement.

I am a Christian, very happily married to my amazing wife Kristy and father of 8 wonderful children. We enjoy traveling, the beach, hiking, sports, games, and serving others. I also love music, playing guitar and sharing laughter with family and friends.

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Ideal Clients

  • Established Professionals
  • Gen X
  • Retirement Planning
  • Wealth Management

Ways Advisor Charges

  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $2000+/qtr
  • Assets Under Management: 1.00%

SEC Records

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