About Us

David Binns-Loveman, CFP®, RICP®

Retirement Planning Specialist
Phone: (540) 427-6721
Fax: (540) 904-6051

A former information technology consultant and mechanical engineer, David began his financial services career in 2005. A passion for financial planning led David to become a CERTIFIED FINANCIAL PLANNER(tm) professional in 2011. As a CFP® professional, David takes a holistic approach to working with his clients' total financial circumstances, and offers a broad range of options for both individual and business needs. Also in 2011, David earned a Certificate in Retirement Planning from the Wharton School of Business at the University of Pennsylvania, and was awarded the related AXA Advisors title of Retirement Planning Specialist. He has worked with many retirees and near-retirees to help them plan for a successful retirement

As a biological and adoptive father of four, David especially enjoys working with families to address their total financial needs, including insurance, retirement, and college education planning.

David resides in Roanoke with his wife, Dr. Karen Binns-Loveman, and their four children, and is an active member of Saint Mark's United Methodist Church in Daleville, Virginia, serving in the music and children's ministries.

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

California Insurance License #: 0F74731

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

AXA Advisors, LLC is an Equal Opportunity Employer M/F/D/V

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

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