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David Kahn
David Kahn

David Kahn

Wealth Advisor, RJFS

Specializes in:

trusts and estate planning
business owner solutions
financial planning
retirement planning
tax strategy

Get in touch with David.

Florence, SC
135 S Dargan Street #200,
Florence, SC 29506
(843) 519-1100

About David

David graduated from the University of South Carolina with a Bachelor degree in both Management and Marketing. He spent four years working in the Washington, DC, office as an account manager for Apex Systems. Now, as a wealth advisor, he takes a holistic view of clients’ overall portfolios, cultivating an understating of their brokerage and retirement accounts along with real estate and other physical assets in an effort to align short and long-term goals, tax strategy, and estate planning.

David was born and raised in Florence and is a fifth-generation Florentine. When he was seven, he started a lemonade stand. His mother guided him through the process, including maintaining a ledger and repaying the loan she gave him. Afterward, she asked what he wanted to do with the money, and young David replied, "I want to retire." This early experience sparked his interest in finance.

He and his wife raise their three kids in Florence, and they love to travel to both the beach and the mountains. David also serves on the Board of LightHouse Ministries, and he plays an active role in the Florence Kiwanis Club.

Did you know? David rowed crew post-grad for a men's 8 and 4 and mixed 8.

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About the Office

florence
Florence, SC
(843) 519-1100
135 S Dargan Street #200,
Florence, SC 29506
Signature Wealth Strategies in Florence, SC is a wealth management practice serving families like yours with financial planning and investment solutions.

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