About

David has worked with hundreds of men and women both in the U.S. and abroad, in the area of human development, career transition and roads to addiction recovery.

David was one of the founders and managing partner of P & T Group, were he advised clients of the benefits of Roth IRA’s.  He worked in the financial sector for over 20 years with companies such as John Hancock and Solomon Holdings.

A Vietnam Era veteran, . During this time David realized that what the mainstream financial industry had to offer clients was not always conducive to their individual retirement needs. Yet while many or even most would prefer to control their own retirement account, there was always a corporate policy in place that prevented him from discussing the Self Directed IRA with clients.

When he retired from his career as a financial adviser, David founded David Tate & Associates with the goal of helping as many people as possible become successful in all aspects  of life. David see’s all aspects of life being – Spiritual, Physical, and Financial with financial being a very important part of Wellness.

When Your Heart Is On Fire …..one can project it, expect it then collect it!

heart fire

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