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David Flegal (CFP®, CPA)

David Flegal focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

As a fiduciary and fee-only financial advisor, I’ll be your guide through any of life’s challenging transitions and there to help you with any difficult decisions.

I work with clients to help take away the fear of spending money in retirement and to ensure they're not overpaying in taxes. Clients get the most value from a long-term relationship where we continue to shape and adjust your financial plan as life changes.

I help clients answer questions like:

  • Am I overpaying my taxes?
  • Will I run out of money?
  • Am I invested appropriately for retirement?
  • How do my investment decisions affect my tax bill?
  • Should I convert my IRA to Roth?
  • What should I do with my 401(k) when I retire?
  • When should I start social security?
  • Should I take the lump-sum or lifetime annuity payments for my pension?
  • Will I be okay?

Additional Information

Dave is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and founder of Flegal Financial Planning, a Fee-Only, Registered Investment Advisory (RIA) with Ohio locations in Westlake, Independence, and Beachwood and serving clients virtually.

Dave graduated from Baldwin Wallace University with his MBA and is a member of the National Association of Personal Financial Advisors (NAPFA), XY Planning Network (XYPN), the American Institute of Certified Public Accounts (AICPA) and the Certified Financial Planning Board (CFP®).

When not at work, Dave enjoys spending time with his wife and kids.

If you're interested in learning more and want to see if we're the right fit, please schedule a quick 30-minute consultation by clicking

NAPFA Start Date

September 24, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

341 Wallace Dr Berea, OH 44017 Phone: (330) 858-4630
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