Simplicity Adds Confidence
Planning should make life easier. That’s why we meet you where you are, streamline the process, and focus on what truly matters. By putting all the pieces together, we’ll help you feel prepared, supported, and ready to move forward with strength and confidence.
David Skelly
CERTIFIED FINANCIAL PLANNER® Professional
David has been advising clients since May 2001. As a CERTIFIED FINANCIAL PLANNER® Professional, he specializes in helping individuals and families navigate life’s financial complexities with clarity and confidence. His practice is built on a commitment to integrity, education, and long-term client relationships. From retirement planning and investment strategy to tax efficiency and estate planning, he works closely with each client to develop tailored solutions that align with their values and goals.
He holds FINRA Series 6, 7, 63, and 65 securities registrations; the CERTIFIED FINANCIAL PLANNER® Professional certification; and Life and Health insurance licenses. Before joining Commonwealth Financial Network in 2025, David advised clients through a relationship with Osaic Wealth, Inc.
Janice Steffin
Financial Planning Assistant
Janice has been assisting David since September 2024. She began as an administrative support professional in 2000. Before joining Vala Wealth Management, she worked for the Brandywine School District in Wilmington, Delaware. Her skill set and attention to detail allow David to focus his time helping clients plan for the future.
