David Wilder (CFP®, CTFA, MST)
David Wilder focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Charitable Giving
- High Net Worth Client Needs
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Alternative or Private Investments
- Charitable Giving
- High Net Worth Client Needs
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
Additional Information
Dave is Chief Investment Officer, serves as Senior Advisor for many client relationships and is a member of the Investment Policy Committee. He is a CERTIFIED FINANCIALPLANNER™ and Certified Trust and Financial Advisor with over twenty years of professional investment management and financial planning experience. He graduated from Villanova University with a Bachelor of Science, Accounting and a Master of Science, Taxation. His educational background also includes the College for Financial Planning and the Cannon Financial Institute. He began his career with the Vanguard Group, a leading mutual fund company, where he was a Senior Investment Advisor along with facilitating the creation of a new managed account service. His professional memberships include the National Association of Personal Financial Advisors, the Financial Planning Association, the Cincinnati Estate Planning Council, the American Bankers Association, and the Paladin Registry. He is also on the Finance and Investment Committee for the Cincinnati Association for the Blind and Visually Impaired, a non-profit community service organization. Dave is recognized on the Paladin Registry Honor Roll, a 2008 Reuters Top Advisor, and selected by Bloomberg Business Week magazine as one of the 2011 Top 50 Most Experienced Advisors in the United States.
NAPFA Start Date
January 21, 2004