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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

David J. Scranton, CFA®, CFP®, ChFC, CLU
Founder at Sound Income Strategies
Speaker

Profile

David J. Scranton, CFA®, CFP®, ChFC, CLU, is a bestselling author, nationally recognized money manager, and founder of Sound Income Group. With 35 years of experience, David has specialized in income-generating investments for the past 24 years. His insightful approach to financial success and stability has earned him a wide and ever-growing national following. That following includes everyday Americans seeking a more reliable, less stressful way to invest, as well as like-minded financial advisors seeking Dave’s coaching and mentorship.

Sound Income Group is a dynamic financial services model encompassing the industry-leading FMO Advisors’ Academy, along with Sound Income Strategies — a thriving RIA with over $2+ billion of assets under management — and Retirement Income Source, a national franchise for advisors specializing in investing for income. With a uniquely comprehensive range of services, Sound Income Group allows member advisors to enjoy more reliable annual business growth while helping clients achieve their retirement income goals regardless of market conditions.

Agenda Sessions

  • RIA Edge Visionary Address: Creating a Sales First Approach-Starts with the Power Of Attraction

    11:05am