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David J. Soper, RFC

David J. Soper, RFC

Managing Partner

David Soper was born and raised in the Chicago area and currently resides in the suburbs with his wife.  He is the proud father of two daughters and recently became a grandfather. 

Dave is a veteran of the financial services industry and enjoys educating & equipping his clients with the necessary information to navigate both Bull & Bear markets. He earned his bachelor's degree in accounting from Loyola University of Chicago. Dave currently holds multiple securities registrations including the Series 6, 7, 63, and 65. He is a Managing Partner at Northpoint Financial Group and an Investment Advisor Representative at Osaic Wealth, Inc. In addition, he holds the Registered Financial Consultant designation along with his Life, Health, AD&D, and Long-Term Care Insurance licenses.

Dave travels extensively for his clients in order to provide financial & retirement planning for busy professionals, families, Taft-Hartley organizations, & many of America’s largest corporations.