Broker Check

Our Company

David L. Rhodes, CFP ®, received a Bachelor of Science Degree in Engineering from Texas A&M University, and his Masters Degree in Finance from the University of Dallas. David is the owner and founder of The Rhodes Financial Group, located in Bryan/College Station TX.

David L. Rhodes is a CERTIFIED FINANCIAL PLANNER™ professional and was an Adjunct Professor for many years at the University of North Texas in the Finance Department, and taught the Financial Planning Case Studies class at the Professional Development Institute of UNT for 14 years. He has been featured in “USA Today”, and quoted in many publications including “The Journal of Financial Planning”, “The Dallas Morning News”, “The Fort Worth Star Telegram”, and “CBS Market Watch.” David has also served on the Boards of the DFW Financial Planning Association, Jonathon’s Place (local children’s charity) and currently is on the Planned Giving Council of Texas A&M University, part of the Texas A&M Foundation. He has been listed in D Magazine as one of “The Best Financial Planners in Dallas” and in the Texas Monthly magazine two years in a row as “2009 and 2010 Five Star: Best in Client Satisfaction Wealth Managers.”

Prior to starting The Rhodes Financial Group, he was a financial planner with Lincoln Financial Advisors/Sagemark Consulting for over 11 years, and before that with the Principal Financial Group for four years. David lives in College Station with his wife, Camielle,  and their 5 children.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (979) 690-5930. The inclusion of a wealth manager in the referenced awards that are based on a proprietary criterion of the awarding organization may not represent the experience of all participants. The rating is not indicative of the wealth manager's future performance.