David Fei

David Fei is an expert in Federal Retirement and a founding partner at PlanWell Financial Planning. For over two decades, David has been navigating the ever-changing landscape of federal benefits and personal finance. With a rich background and extensive experience, he's not just another financial advisor – he's a seasoned professional who understands federal families' unique challenges.

David's passion lies in empowering families to achieve their financial goals. Whether you're planning for a comfortable retirement, saving for your children's education, or navigating investment decisions, he has the expertise to guide you.  His comprehensive approach takes into account your individual circumstances, risk tolerance, and long-term aspirations.

David's commitment to excellence is reflected in his prestigious designations. He has held the coveted CFP® (CERTIFIED FINANCIAL PLANNER™) certification since 2013, demonstrating his comprehensive financial planning knowledge.  He's also a Chartered Federal Employee Benefits Consultant (ChFEBC℠), specializing in the complexities of federal employee benefits. Additionally, David is an Accredited Investment Fiduciary (AIF®), signifying his unwavering commitment to acting in your best financial interests.  David is also an author on FedSmith.com and conducts retirement webinars for federal employees on a regular basis. 

When David is not helping federal families achieve their financial dreams, you might find him cheering on his daughters at their events, shooting hoops on the weekends, or conquering trails on his mountain bike.

Learn more about how we help federal family on:

https://www.planwellfp.com/retirement-planning-for-federal-employees/

Schedule an appointment

https://go.oncehub.com/DavidFei