30345 US Hwy 19N, Suite M - Clearwater, Florida 33761 - (727) 725-3336
 Lough Investment Advisory
Who We Are:

Experience is on your side
 Meet Mr. David J. Lough, MBA,CPA,CFP
     Dave Lough is an MBA, CPA, CFP and Accredited Asset Manager. He is also a Registered Financial Advisor with the National Association of Personal Financial Advisors (NAPFA). NAPFA is an alliance of FEE-ONLY financial advisors that believe in providing Financial advice and coaching to middle income and Senior America in a more objective: non product, non commission oriented approach aimed at helping people reach their financial goals.
     His areas of expertise include
  • 1) Tax & Financial Planning,
  • 2) Retirement Planning,
  • 3) Estate Planning &
  • 4) Investment Counseling.
     He spent 20 years in healthcare finance with hospitals, physicians and home health. Among his awards include winning The Greater Cincinnati Center for Economic Education's Stock Picking Contest.
     He also teaches accounting and finance courses at various universities. He is married, with one daughter and lives in Palm Harbor and coaches co-ed YMCA Basketball.
Registered Investment Advisor
Accredited Asset Management Specialist
NAPFA Registered Financial Advisor
Serving Middle Income Families
&
Seniors