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About Us

David Bragman, ChFC®

David Bragman, ChFC®




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David Bragman is the Principal of DEB Financial and has been in the financial services industry since 2011.

Working with many Dentists, Physicians, and other professionals across the country, David enjoys educating clients on the important issues and challenges they will confront in their financial lives while creating a strategy to address these concerns.

As part of the education process, David conducts presentations on key items physicians and dentists need to address. He has conducted seminars at many institutions including:

  • Emory University
  • Dental College of Georgia
  • Georgia School of Orthodontics
  • Northside Hospital
  • Northwestern University
  • University of Illinois at Chicago
  • University of Michigan
  • Midwestern University
  • University of Alabama Birmingham
  • University of Florida
  • Dental College of Georgia
  • NOVA
  • University of Nebraska
  • Southern Illinois University
  • University of Detroit Mercy
  • Indiana University
  • University of Southern California
  • University of Tennessee
  • Virginia Commonwealth University
  • UCLA

David received his Bachelor's degree from the University of Georgia (Terry College of Business) in 2010 and began his career in the financial industry within one year of graduation. He is a ChFC® FINRA Series 7 registered with LPL Financial, FINRA Series 65 registered with Sequoia Wealth Management and FINRA Series 66 registered with LPL and Sequoia Wealth Management. In addition, he is licensed for Life, Health and Annuity products.

David enjoys spending time with his wife Jaclyn, their son Benji, family, friends, and his dog Kobe! He also loves sports, traveling and being outdoors whenever possible.

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Comprehensive financial planning firm that services clients all across our great country!

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Our Reputation

Our Reputation

DEB Financial’s reputation is built on our long-term commitment to the financial planning process, our focus on our clients and their unique needs, and responsible financial management.

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Our Process

Our Process

We have a highly specialized practice working with physicians and dental professionals. I believe making your finances a priority is integral to put yourself on the proper financial track.

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About Our Firm

About Our Firm

Our clients come from all walks of life, different areas of the world, and represent all ages. What they share is the realization that they can and should coordinate today’s financial decisions.

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How Can DEB Financial Help?

When it comes to financial planning, clients have a general idea of what they want their financial puzzle to look like. Unfortunately, they often do not know the pieces required to complete the puzzle in a cohesive and concise manner. DEB Financial is a national, comprehensive financial management firm that services clients all across our great country!