FREEDOM Financial Advisors LLC

CONNECT

Address:

132 Farnsworth Ave
Bordentown, NJ 08505

Phone:

609-291-8363

Fax/Other:

609-291-5580

David Workman

David Workman

Managing Partner

David Workman, CPA, PFS is the Founder and Managing Partner of FREEDOM Financial Advisors LLC. 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 adult daughters and a grandfather. David is on the Board of Trustees of Project Freedom [a non-profit charity dedicated to developing barrier free housing for individuals with disabilities], and a member of;  the Burlington County Chamber of Commerce,  the Northern Burlington Regional Chamber of Commerce, the Advisory Board of the Springpoint Planned Giving Foundation, the Downtown Bordentown Association, Olde York Country Club,  the Penn State Alumni Association and the Mt Moriah Masonic Lodge.

Phone 609-291-8363
Fax 609-291-5580
Mobile Phone 609-346-1481
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck