Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

David Florell, CPA, CFP

David Florell, CPA, CFP

Investment Advisor Representative

David started out his career as a CPA in the tax department of a large international accounting firm in 1982.  In 1986, David started his own accounting firm which has now evolved into Florell & Barnhard, P.C. and provides traditional tax and accounting services for individuals and businesses.  In 1990, David added financial planning to his growing tax and accounting business and became a Certified Financial Planner (CFP).

In 2007, David joined Osaic Wealth Inc. as a registered broker and independent advisor representative providing life insurance, retirement planning, IRAs, college saving plans, mutual funds, stocks, bonds and tax advantage strategies.  Shortly after joining Osaic, David and Mike Fardella*  began collaborating on investment strategies for their clients.  They formalized this relationship when David merged with Financial Partners in 2014. 

David is a life-long Lincoln resident, graduating from East High and from the University of Nebraska-Lincoln with a Bachelor of Science with a major in accounting.  David enjoys running, biking, boating, water skiing, and badminton.  David and his wife, Kerry, have three children, Ryan, Tyler and Brandon. 

Professional Designations and Licenses

  • 1982 – CPA – Certified Public Accountant
  • 1983 – Awarded Lincoln’s Funniest Accountant
  • 1990 – CFP – Certified Financial Planner
  • 2007 – Life Insurance License
  • 2007 – Series 6, 7 and 63

 

*Mike Fardella is no longer affiliated with Woodbury Financial Services, Inc.