Our Founder

David J. Scranton

CLU, ChFC, CFP®, CFA, MSFS

In his 30 years in the financial services industry, David J. Scranton has achieved a reputation for being an advisor who is particularly protective of his clients and attentive to their needs. In a way, that fact is the very foundation of his success. Early in his career, David “followed the crowd” with a business model focused heavily on growth stocks and mutual funds. However, after years of independent research, David realized he could blaze his own trail with an investment approach that prioritized income; achieved growth strategically with less risk; and worked regardless of market conditions.

Financial Coaching

Through Advisors’ Academy, David has personally coached hundreds of advisors across the country in his proprietary sales process, industry leading marketing strategies and revolutionary investing-for-income model. As a result, those advisors consistently reach new levels of success year after year by attracting business rather than chasing it. The most successful are aligned with David’s Retirement Income Store franchise and take full advantage of the portfolio management services available to their clients through his RIA, Sound Income Strategies.

TV Appearances, and a Best Selling Author

David is an industry professional who continues to be invited to share his market insights on CNBC, Bloomberg, Fox Business, and other news outlets. His bestselling books include “Return on Principle” and “The Retirement Income Stor-E”, and his YouTube show “The Income Generation” airs new episodes every Sunday at 10 a.m.

David Scranton on Varney & Co., Fox Business, June 2022