David McClellan Financial Life Coach

Welcome to the channel! I'm David McClellan, Partner at Forum Financial Management. Every week, I share practical insights on retirement planning, investing, taxes, and financial strategies to help you make more informed financial decisions. Be sure to subscribe so you don't miss future videos.

David McClellan is a Partner at Forum Financial Management, where he has served as a Financial Advisor since 2015. With more than 25 years of wealth management experience, he previously held executive roles at Morningstar and Pershing. At Morningstar, he led the development of retirement income planning software and authored retirement education that earned the 2007 InvestmentNews Excellence in Communications Award. David is also a contributing author for Kiplinger. He earned an MBA from the University of Chicago Booth School of Business and serves clients nationwide from Chicago, Illinois.