David Maurice, CFP®

CIO & VP, Partner

(423) 610-0099 david@worthwhile-wealth.com

Bio

David L. Maurice, Certified Financial Planner™ professional is a Founding Principal and Chief Investment Officer of WorthWhile Wealth Council. David leads the firm’s securities and market research, investment policy committee, professional training, and client education and review responsibilities.

David and Lois, his wife and partner, divide their time between East Tennessee and Sedona AZ where the firm has been attracting a budding clientele. He is the very proud “Poppa” of two wonderful grown children; his daughter, Sarah and her husband Michael live Chicago with their little boy Waylon. David’s son, Kellen and his wife Kenya live in Nashville, TN with their little boy, Grant.

Lois and David are charter members of the Kinder Institute of Life Planning. They’re both graduates of Comprehensive Training for Registered Life Planners ® (RLP®) and are authorized Presenters for the Kinder Institute of Life Planning Professional 5-Day Workshops.

Lois and David are also charter members of the Nazrudin Project, an influential, international think tank of leading financial planners advancing the principles of holistic financial planning, The Nazrudin Project initiated the influential movement toward Life Planning among financial planners, generating significant academic and best practices contributions to the knowledge base for CFP®’s worldwide. The movement has also attracted and contributed to the success and recognition of many leading figures in the profession. Holistic Financial Planning is now broadly accepted as integral to best practices for financial planners largely due to the participants and contributions of the Nazrudin Project.

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