WHAT IS A SMARTVESTOR PRO?

 

 

 

 

Dave Ramsey is a trusted voice in America on money and business matters.  He is a personal money-management expert, a New York Times Best Selling author, and a radio personality, Throughout the country, Dave has a network of professionals called SmartVestor Pros that he refers his listeners to for investing and money management. Visit www.daveramsey.com/smartvestor to learn more.

Being one of SmartVestor Pros means that as a Financial Advisor, David Balok is committed to following Dave Ramsey's financial principles, educating his clients 'with the heart of a teacher', and providing superior customer service, all while helping his clients build wealth by investing for the long term. SmartVestor Pros are held to a high standard of excellence by Dave Ramsey and his team. 

Being a SmartVestor Pro is a natural fit for David.  With over 25 years experience in the investment and money management field, David takes the time to get to know his clients and understand their financial situations and goals.  He enjoys teaching his clients about investing, budgeting, and financial planning in an easy to understand manner -- so ultimately they feel empowered to make informed, sound, financial decisions. 

 

 

 

 

 

 

 

 

 

 

 

Dave Ramsey and the SmartVestor Pro program are not affiliated with nor endorsed by LPL Financial.  For more information on this program please visit the SmartVestor site.