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David C

CFP®, Series 63, Series 65

Seneca, SC

The Fiduciary Alliance

David Chudyk is a CFP® with 23 years of industry experience, currently serving at The Fiduciary Alliance. His prior roles include work with Nationwide Insurance and Nationwide Securities, and he is the owner of All Of My Assets, LLC, a business valuation and consultation firm. He is also the incoming president of the South Carolina Financial Planning Association and operates The David Chudyk Agency, an insurance agency. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients as well as other investment advisers. The firm employs a client-specific investment approach and operates through multiple divisions and a network of representatives under a distinctive multi-team business model.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Tax strategies for small businesses Founder/Business Owner Executive
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