David A. Carr | CPFA®
Retirement Plan Specialist
Role and Expertise
As a Retirement Plan Specialist at FRS Advisors, David’s responsibilities encompass comprehensive fund analysis and investment oversight for qualified retirement plans. In addition, David collaborates closely with clients to help design, implement, and service various corporate retirement plans, including 401(K)s, 403(b)s, profit-sharing plans, cash balance plans, and more. He also plays a pivotal role in supporting plan sponsors by assisting with the essential responsibilities associated with plan management. His experience extends to helping business owners optimize tax deferral strategies, uphold fiduciary best practices, ensure compliance with state-specific regulations, and establish robust employee benefits programs.
David earned his Bachelor of Science in Finance from the University of Delaware. Prior to his current position, he amassed 3- years of related experience with distinguished financial service firms in the greater Philadelphia area. He currently holds the Certified Plan Fiduciary Advisor (CPFA®) Professional Designation along with series 7 through LPL Financial and series 66 through LPL Financial and Global Retirement Partners.
Outside of his professional endeavors, David is an active member of the Union League of Philadelphia, where he engages in a variety of community involvement activities. He also has a strong passion for sports, both as a player and a spectator. He enjoys playing golf and spending time at the beach with friends and family.
Licensed Investment Advisor Representative
Certified Plan Fiduciary Advisor®
B.S., University of Delaware