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Profile
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David S. Oransky
Phone: (636)590-6919
Fax:
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Biography
I was initially drawn to financial planning and investing by a personal need and along the way discovered my calling that compelled me to leave a career in public accounting to become a financial advisor. My years as an advisor have taught me that personal finance is actually more personal than it is finance. While I love the technical aspects of what I do, it is my clients—their stories, their dreams, their lives—that bring meaning to my work and inspire me every day. If I can help my clients fulfill their purpose by crafting the right plan and delivering the necessary inspiration and peace of mind, then I have not only fulfilled my purpose but amplified it many times over.
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Organizations
Financial Life Planner | Investment Advisor Laminar Wealth LLC Chesterfield, MO
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Credentials Held
Personal Financial Specialist (PFS) Credential
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CPA Licenses Held
California | Since 11/10/2010 | Missouri | Since 10/27/2014 |
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Education
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Areas of Expertise
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment Cash Flow Planning Charitable Planning Education Planning Employee Benefits/Executive Compensation Estate, Gift and Wealth Transfer Planning Individual Tax Planning Insurance Planning/Risk Management Planning Integrated Personal Financial Planning Investment Planning (withouit AUM or product sales) Retirement Planning Significant Event Planning (Marriage, Divorce, Family Additions, Death, etc.) Wealth Management/Investment Advisory Services
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