About Dave Faulkner

Dave Faulkner is a 26 year veteran of the software industry, designing tools for insurance agents, investment advisors, and financial planners. As a software consultant, Dave’s clients include insurance companies, MGAs, banks, and wealth management firms. He is also a practicing financial planner specializing in retirement and estate planning for professionals and small business owners.

Dave is co-founder and CEO of Razor Logic Systems Inc., an innovative software company and creator of RazorPlan financial planning software.

Through the use of intelligent algorithms and heuristic methods, RazorPlan financial planning software requires minimal time to complete and is centred on engaging clients through meaningful discussion and analysis. In addition to integrated planning, RazorPlan software includes a library of planning concepts and financial calculators for single needs analysis.

Contact Dave Faulkner:

Email – dave@razorplan.com

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