Dave Younis was raised in Baldwinsville NY and attended SUNY Geneseo graduating magna cum laude in 2003 with a Bachelor of Science in business administration concentrating in finance. He began in the financial services industry with Lincoln Financial Advisors, now Osaic Wealth, where he spent 10 years focusing on providing cross-disciplinary and complex financial planning services. In 2009, he obtained his Certified Financial Planning designation after three years of study at the American College. As a CERTIFIED FINANCIAL PLANNERTM Practitioner, offering fiduciary based advice is the hallmark of his financial planning process.
Dave joined Allied Financial Services as the Director in 2013. Since that time he’s brought his passion for supporting successful business owners, retirees and other financially engaged individuals by helping them to explore their finances in a more holistic manner. He brings with him over two decades of experience assisting clients to take greater control of their financial future by educating and guiding them toward their personal vision of success.
He and his wife, Erika, have identical twin sons, Dylan and Carter. When away from the office you’ll usually find him playing or building guitars, camping with his family or on the sidelines of his sons’ various sporting and musical events in Victor and Farmington, NY.
Schedule an appointment with Dave