Dave Wilder
Devoted Husband + Father/ Co-Founder & CIO at Total Wealth Planning/ Award Winning Wealth Advisor/ Entrepreneur/ Writer/ Philanthropist
- Role
- Principal & Chief Investment Officer at Total Wealth Planning, Llc
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Dave Wilder
Dave was previously Chief Investment Officer at Total Wealth Planning and now serves as…
Experience
Principal & Chief Investment Officer
Oct 2000 — Present · Cincinnati, OH, US
We provide a comprehensive view of your financial life and all the factors that go into life planning. What this means to you is help with personal decision making and putting a date on things. We help you manage your finances and investments, while taking into consideration tax planning, professional moves, children, retirement, healthcare and other important priorities. It’s about life planning and gaining more comfort with your long-term financial security.Please view our website at for a more complete overview of our firm and our services.
Education
College for Financial Planning
Certified Financial Planner, Financial Planning
1992 — 1994
Lower Merion High School
4 Year Degree
1981 — 1985
Villanova University
B.S. Accountancy, Accounting
1985 — 1989
Villanova University Charles Widger School of Law
Master's Tax Law, Taxation
1998 — 2001
Skills
- Asset Management
- Financial Services
- Crm
- Insurance
- Financial Modeling
- Wealth Management
- Accounting
- Nonprofits
- Retirement
- Strategic Financial Planning
- Leadership
- New Business Development
- Mergers
- Portfolio Management
- Mergers
- Personal Finance
- Budgets
- Finance
- Mergers & Acquisitions
- Financial Planning
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Customer Service
- Due Diligence
- Strategic Planning
- Investment Strategies
- Alternative Investments
- Investments
- Financial Advisory
- Investment Advisory
- Estate Planning
- Investment Management
- Financial Analysis
- Equities
- Tax
- 401k
- Retirement Planning
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