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Our Founder

David J. Scranton

CFA®, CFP®, ChFC, CLU

With 35 years of experience, David has specialized in income-generating investments for the past 24 years. Prior to that, he followed a typical business model focused on stock market-based investments. However, in 1999, while many on Wall Street believed the sky was the limit for stock market investors, David’s knowledge of history led him to believe something different.

David J. Scranton has made a name for himself during 35 years in the industry by putting the interests of his clients first. That is the very foundation of his success. Early in his career, like many advisors in the industry, he focused heavily on growth stocks and mutual funds. However, after years of independent research, he realized he could blaze his own trail with an investment approach that prioritized income, achieved growth strategically with less risk, and worked regardless of market conditions.

David’s revolutionary income model has been put to the test almost constantly over the last 24 years thanks to, among other things: the bursting of the dot-com bubble, the Financial Crisis and Great Recession, up-and-down interest rates, unprecedented levels of quantitative easing by the Fed, a trade war, and a global pandemic that spawned the greatest economic crisis in our country since the Great Depression! Through it all, David’s income model has endured. As a result, David’s businesses — and those of the Income Specialists he’s coached and mentored — have continued to thrive and grow, largely through referrals.

David shares his market insights on networks such as Fox Business, CNBC, TD Ameritrade, and Yahoo Finance. He has his own radio show, “The Retirement Income Source,” which airs weekly on stations around the country. He also hosts the popular “Retirement Income Source” YouTube channel to help educate viewers about financial issues that could impact their retirement. David is the author of three Amazon bestselling books, including “Return on Principle” and “The Retirement Income Stor-E.”

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