“Very informative, a lot of information!”
Tom & Pamela G.
David A. Witter, a CERTIFIED FINANCIAL PLANNERTM,
is described as “an instructor who has won the respect of
students with his in-depth knowledge, heartfelt guidance, and ability to
make complex retirement planning solutions seem possible." – Karen M
David is a Registered Investment Advisor and founder of
Financial Harvest Wealth Advisors, and has has been teaching
retirement courses since 2005 at Rollins College, UCF, Valencia
Community College and for government employees in Seminole County.
Participants have consistently rated David as 'excellent' 98% of the time,
and either 'excellent or good' 100% of the time.
Kellen H. Williams, a CERTIFIED FINANCIAL PLANNER™, has a passion for teaching and helping others. He describes himself as having a strong desire to share what he has learned and to lead by serving.
Kellen is a Principal and Wealth Advisor at Financial Harvest Wealth Advisors in Winter Park, Florida. He is also co-founder of Crown of Life Advisors, the athlete-focused subdivision of wealth management of Financial Harvest, where he is passionate about helping young athletes succeed financially due to his Vanderbilt college football experience and father’s NFL career.
Kellen has been teaching retirement and wise wealth strategies courses for over five years at Rollins College and the Winter Park Public Library. Participants frequently note Kellen’s knowledgeable and easy-to-follow teaching style bringing them a positive learning experience that is actionable.
Danica Bolton is a licensed investment advisor for Financial Harvest Wealth Advisors, in Winter Park, and is a CERTIFIED FINANCIAL PLANNER™. Danica also has her master’s degree in education.
When Danica left the education profession to join the financial industry in 2016, she brought her teacher’s heart. She has developed a course specifically aimed at young women who are just entering the workforce to ensure they are equipped with the knowledge and skills needed for a solid financial foundation. She is also a co-teacher for the firm’s high school and college courses, and also the Wise Wealth Strategies for Your 30s, 40s and 50s course.
In Person Course held on ROLLINS COLLEGE CAMPUS &
WINTER PARK COMMUNITY CENTER