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David Langan, RICP®, AIF®

Financial Advisor

David Langan Specializes In:

  • Comprehensive Financial Planning

  • Social Security Planning

  • Retirement Planning

  • State/Government Employees

  • Business Continuity Planning

  • Multi-Generational/Estate Planning

  • Medical Professionals

  • Wealth Management


Bachelor of Science – Slippery Rock University


FINRA Series 7, 63, 66; Pennsylvania Life/Health & Variable Annuity License

Dave's Journey:

Dave started his financial services career shortly after graduating from Slippery Rock University. He has over 24 years of experience in estate, business succession, retirement, insurance, tax reduction strategies, and investment planning.

As a trusted financial advocate, Dave works closely with his clients’ existing team of advisors (CPAs, Attorneys, etc.) to create detailed and coordinated strategies to optimize his clients’ financial picture. He holds his FINRA Series 7, 63, and 66 Securities and Life/Health/Annuities License. He has also earned the RICP® (Retirement Income Certified Professional®) and AIF® (Accredited Investment Fiduciary) designations. 

As such, Dave is qualified to integrate approaches, products, and strategies to create an effective retirement income plan for his clients.


Dave is an avid presenter and enjoys educating individuals on various topics, such as social security planning. He provides seminars to several organizations to serve his community.

Dave and his wife, Wendy, have three children and live in Harrisburg, PA.

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