David Workman

Managing Partner & CPA

David Workman,, CPA is the Founder and Managing Partner of FREEDOM Financial Advisors LLC. He is also a Personal Financial Specialist (PFS) and an Investment Adviser Representative with Avantax Advisory Services℠.

FREEDOM's mission if to help every individual ..."live the life they imagine" in the pursuit of their financial freedom.

Prior to starting FREEDOM in 1997, David was the Co-founder and President of CashFlex a third party lock-box processor servicing the cash management needs of money center and regional banks across the USA and Canada.

David began his career with KPMG as a CPA and tax consultant. David graduated from The Pennsylvania State University with a Bachelors degree in economics and accounting. He also did post graduate course work at  the Wharton School of the University of Pennsylvania.

David lives in Chesterfield, NJ with his wife Sandra. He is the father of two happily married daughters and has three grandsons. In his spare time he enjoys golfing, skiing, reading and spending time with his family at his summer home in Lewes, Delaware. David is a  member of; the the American Institute of Certified Public Accountants, Northern Burlington Regional Chamber of Commerce, the Downtown Bordentown Association, Old York Country Club,  Kings Creek Country Club, the Penn State Alumni Association, Allentown Presbyterian Church and Mt Moriah Masonic Lodge. David is also a past member of the Board of Trustees of Project Freedom [a non-profit charity dedicated to developing barrier free housing for individuals with disabilities], and the International Association for Corporate Growth.

Phone 609-291-8363
Fax 609-291-5580
Mobile Phone 609-346-1481