David York

Director of Financial & Tax Planning
David York

David York

Director of Financial & Tax Planning , CPA, CFP®

David York is a Financial & Tax Planning Analyst at Index Fund Advisors, Inc. David has more than 6 years of experience in the tax and financial services industry and is a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA). His prior experience includes tax planning and return preparation as well as developing personalized financial plans for individuals.

David is fascinated with helping individuals and families achieve financial independence. David believes in the power of financial education and empowerment in connection with a holistic financial plan.

David earned his undergraduate degree in Business Administration, Accounting, and a Master of Science in Accounting from the Raymond J. Harbert College of Business at Auburn University. In his free time, he enjoys cycling & playing soccer, cheering on Auburn sports, and board games. He is also an avid traveler and has been to all 7 continents.

*CFP® (Certified Financial Planner) is a designation received upon passing the course work and exam administered by the Certified Financial Planner Board of Standards, Inc. (CFP Board).