About Us

Richmond Team

 

David C. Stables, IV

David C. Stables IV, CFP®, CLU® is a CERTIFIED FINANCIAL PLANNER™ professional with Community Financial Group. Since 2009 he has been helping his clients plan for, and transition into retirement. David begins everything with a fnancial plan, a living working document that drives all his recommendations. He is dedicated to helping his clients understand their options with:
 
• Employer Retirement Plans – TSP/ 403(b)/ 401(k)/ 457
• IRAs – Traditional/Roth
• Life Insurance – Term/Universal/Variable/Whole Life
• Long Term Care Planning –Traditional/ Life Insurance with LTC/ Asset & Annuity Based LTC
• Annuities – Fixed/ Variable/ Immediate/ Deferred
• Investments –Brokerage/Stocks/ Bonds/ Mutual Funds
 
 
David has been distinguished in the financial services industry by attaining the CERTIFIED FINANCIAL PLANNER™ certification. The certification comes with extensive training in financial planning, estate planning, insurance, investments, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced.
 
David also has earned the CLU® designation. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. Upon completion, A CLU® designee has the knowledge and experience to provide guidance to clients on types and amounts of life insurance, and make recommendations on aspects of risk management.
 
David graduated from Longwood University, where he earned his degree in Business Administration, with a concentration in Finance. David grew up in Reedville, VA, in the Northern Neck. He currently lives in Richmond with his wife Meghan and their identical twin boys, Connor and Brooks, and his daughter Reese. 
 
 
CFP® and CERTIFIED FINANCIALPLANNER(TM) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP®‑Board's initial and ongoing certification requirements.


Peter Swtizer
 
Peter Switzer is a Financial Professional with Equitable Advisors and Community Financial Group.
 
As a Financial Professional, I strive to develop ongoing, personal relationships with my clients. I provide a high level of financial services available by offering strategic guidance specific to your needs and implementing the solutions that work best for you. I help you turn your goals into action, you can choose several financial strategies from a variety of companies in Equitable's expansive network. Through investment services, risk management, and financial protection strategies, I can offer you a broad range of options to help address needs you may have for:
 
Employer Retirement Plans - 403(b)/ 401 (k)/ 457 I TSP
IRAs - Traditional/ Roth
Life Insurance
Long Term Care Planning
Annuities
 
I live in and grew up in Richmond, VA. I graduated from James Madison University. I am active in my community and I enjoy helping my clients make important decisions about securing their financial future. I am committed to providing my clients with the highest level of innovative, professional, and quality service. In addition to a one-on-one relationship, I can offer you the extensive capabilities of a premier financial services organization.
 

California Insurance License #: 0H30647 (Fines)

Arkansas Insurance License #: 7644804 (Fines)/8793447 (Hayes)

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation's required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Community Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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