David Coult, CFP®, CPFA in

David Coult, CFP®, CPFA

Doer · DISC type ds
Founder and Owner at Milestone Financial Associates, LLC
📍 Macungie, Pennsylvania, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
29 Years
Current Role
Founder and Owner
Job Level
Leadership
Location
Macungie, Pennsylvania, United States
Personality Overview

How David shows up

Strategic Planner
Long-term Focused
Deliberate Doer

Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily. They are very professional in their approach and can weigh multiple perspectives together.

Priorities

Topics David cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

5-2002
Founder and Owner
Milestone Financial Associates, LLC
3-2000 - 5-2002
Financial Advisor
Dunlop Berkshire Group (now part of Murray Securus)
3-1998 - 5-2001
Agent
New York Life
3-1997 - 2-1998
Associate
AXA Equitable
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2003 - 2007
Chartered Financial Consultant
The American College of Financial Services
1998 - 2002
Chartered Life Underwriter
The American College of Financial Services
1992 - 1996
Education details unavailable
Bethel University
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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