David Koren
As founder and retirement planning specialist at RVA Wealth Management, David focuses on asset protection and growth, helping his clients to manage income flow and enjoy their retirement years. David has worked in the financial services industry in one way or another for over 35 years, starting out as an agent for a national life insurance company while still an undergraduate at Virginia Tech. Over his long career - which has included working as an executive for insurance companies, brokerage operations, an internet healthcare startup, and now an independent wealth management firm - David has always focused on education. He considers teaching to be his calling and enjoys educating people on personal finance. David teaches financial education classes in the Richmond area and also offers more in-depth workshops at the office to further explore areas of client interest. Learn more here .
Articles by David Koren
- Money & Life
How To Invest for Retirement Without Falling for Market Noise
Rick also shares why liquidity matters and how his updates are designed to provide clarity, not fear.
- Retirement & Income Planning
Why Pickleball Is the Ultimate Retirement Game – Insights from Jon Laaser
Explore why pickleball could be your new favorite retirement hobby and how it’s impacting communities. #retirement
- Money & Life
Retirement Finances: How to Support Family Without Sacrificing Savings
Discuss the impact on your retirement savings, when parental support may be beneficial, and how to set up clear financial boundaries. #NCRetirementCenter