David Allred, Retirement Plan Consultant at Fisher Investments in Plano, TX

David Allred

Vice President

Plano, Texas

About David

David leads our Retirement Plan Consulting team to deliver retirement plan services that fit the goals of business owners and employees. With nearly two decades of financial services experience, he uses his experience in tax mitigation, retirement plan design analysis, business continuity planning, and employee engagement to help clients get the quality retirement plan services they deserve.

David began his financial services career at Morgan Stanley in private wealth management. He’s also served in leadership roles at Charles Schwab and E*Trade. He is a Certified Wealth Strategist (CWS®) and a Chartered Retirement Planning Counselor (CRPC®).

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Tax Savings Guide for Business Owners

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Provider Evaluation Checklist

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The 401(k) Plan Cost Guide

As an employer offering a 401(k), you have a fiduciary responsibility to make sure your plan’s fees are reasonable.

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Fund Lineup Checklist

Quickly audit your fund lineup with this checklist

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One of our 401(k) business specialists would love to talk to you about your company's retirement plan needs.

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