Our Story

What’s our secret recipe?

It’s having the right people, providing sound guidance, and doing it in a relatable fashion.  Personal Finance Guides are what differentiates us from other personal finance education services in the market. Our Guides are Certified Personal Finance Counselors® who are helpful and knowledgeable; constantly keeping abreast of the latest in all personal finance topics.  Above all, Personal Finance Guides provide guidance through a collaborative, one-on-one approach with our members.

And of course there are the co-founders…

Dave Kittredge
Dave and his wife Elaine have two sons, age eighteen and twenty-one, and live in the Pocono Mountains of Northeastern Pennsylvania.  With twenty-five years experience in business focused on providing financial solutions to a wide range of consumer and commercial markets, he has pretty much seen it all.  Prior to becoming a founding member of financialfootprint llc, Dave spent nearly twelve years as a Senior Vice President with Lincoln Financial Group, a Fortune 300 financial services firm. Dave has been on leadership teams directly responsible for business development, finance, relationship management and strategy of several start-up operations, including the highly successful Lincoln Financial Distributors.

Through both work and his experience with his two sons, Dave saw that young adults had no source for effective financial education. This recognition sparked his desire to build a business that addresses this issue.  Whether it is helping students plan for college expenses or young working adults understand their 401(k), he aims to do so in a personal, objective, and helpful manner.

Dave received his BS in Accounting from Bentley University in 1984 and has held several FINRA securities licenses and leadership roles within Broker Dealers.

Dave Ng
Dave, being a young adult himself, has always been surprised that there aren’t more personalized resources for young adults to turn to when it comes to financial management.  It wasn’t until he started working in financial services that he realized professional financial help, while incredibly beneficial, was primarily only available to affluent individuals.

Prior to founding financialfootprint llc, Dave spent five years with Lincoln Financial Group, working in areas of business development, investment management, and product innovation. Dave’s work eventually landed him on Lincoln’s research and development team where he was tasked to co-run Lincoln’s proprietary financial planning software business, serving over 1,000 financial planning teams focused on high net worth individuals.  Within this role, Dave observed firsthand the positive results of partnering technology with human expertise, to deliver financial education and advice.  Figuring out how to reproduce this high-end experience for a younger, less affluent, demographic drove Dave to co-found financialfootprint.

Dave received his BS in Political Science and International Relations from Northwestern University in 2005 and has held several FINRA securities licenses.

What’s inside financialfootprint.com?  To learn more check out our service.