David Plaisance

David has provided independent, prudent, and evidence-based financial planning, investment, and insurance advice for nearly three decades. Since beginning his career in 1996, he has specialized in guiding business owners, pharmacy and restaurant owners, professionals, and individuals toward achieving their most important lifetime financial goals. His areas of expertise include buy-sell agreement reviews, strategic financial planning for independent and family-owned businesses, retirement plan services, and building cost-efficient, passive asset-class portfolios designed around each client’s goals and risk tolerance. He earned his Life Underwriting Training Council Fellow (LUTCF) designation in 1997.

A proud longtime resident of Asheville, North Carolina, David brings both local roots and practical insight to his work. Originally from New Orleans, he attended the University of North Carolina from 1980 to 1985, majoring in chemistry before finding his calling in financial services. His passion lies in helping others prepare for life’s unknown journey—offering guidance that is as thoughtful as it is steady.

Beyond his professional life, David is an active member of the Asheville community. A Leadership Asheville Fellow since 2009, he has volunteered extensively as a youth soccer coach, referee, and assistant baseball coach with Buncombe County Recreation. He also served as a Scout Leader with the Boy Scouts of America, Daniel Boone Council, where he shared many meaningful experiences with his son, David. In his free time, he enjoys golf, skiing, mountain biking, hiking, cooking, and spending time with his dogs.