David Strege is a Senior Fee-Only Planner at Syverson Strege & Company in West Des Moines, Iowa and has been providing guidance to individuals about personal finances since 1981.
David earned a B.S.B.A. in Finance with a concentration in personal financial planning from Drake University. He earned his CFP® certification in 1982 and in 2008 served as Chairman of the Board of Directors for the U.S.A. Certified Financial Planner Board of Standards Inc. In 1987 he received the Chartered Financial Analyst® certification to better assist clients with their investment portfolios. He earned the Certified Kingdom Advisor® designation in 2017.
He continues to improve his professional knowledge through attending conferences put on by the Financial Planning Association, Chartered Financial Analyst Institute, Kingdom Advisors, and the National Association of Personal Financial Advisers, which is the industry association of fee-only financial planners.
Personal financial planning has been his only career. He has served the profession by being on the National Boards of the Financial Planning Association and Certified Financial Planners Board of Standards. While he was Chairman of the CFP Board in 2008, he traveled to other CFP countries to make sure the standards were consistent worldwide. David spoke at the FPA of Singapore's conference, the CFP Professional International Forum in Christchurch, New Zealand and China's first Financial Planning Conference in Shanghai.
In 1997, the central Iowa Chapter of IAFP presented him the Ric Jorgenson Award. This prestigious award is presented annually to the financial planning professional who exemplifies excellence and high standards in the field of financial planning and community service. Worth magazine has listed David as one of the top financial advisors in the United States. This National recognition comes from David being part of a team that won two national awards for financial planning case studies.
David serves on the Board of Directors for the National Endowment for Financial Education® (NEFE®) where he is in his second three-year term and served as Chairman in 2018.
My wife, Jennifer, and I live near Winterset, Iowa, have two adult children and all of the family members are avid volleyball players. Jennifer and I still medal in volleyball at a national and international level. We attend Lutheran Church of Hope. Our compassion for children led us to serve as a foster home for 27 children. I currently volunteer at Wildwood Hills Ranch where I teach the older teens about personal finance using the NEFE materials. I also go to the camp weekly during the summer for a glorious hour of fishing chaos with about twenty 8-12 year olds.
*All data as of 5/1/2018
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