David enjoyed thirty-five years working in the financial industry supporting advisors and investors with service and solutions. His experience solving problems and providing practice management recommendations fostered deep connections with advisors, industry leaders, and investors nationwide.
David most recently focused on America’s savings challenge by targeting efforts to increase adoption of retirement plans by business owners and their employees.
David is a connector and will continue to use his experience in serving investors needs and savings opportunities.
Education
BGS University of Iowa
Professional Certifications
Charter Financial Consultant – ChFC®
Accredited Investment Fiduciary – AIF®
Securities registrations 7, 65, 24
Community Involvement
Windsor Heights Foundation – past president
Various religious and local school committee leadership positions
CONTACT
Phone:
Email:
LinkedIn: https://www.linkedin.com/in/david-swartz/
