David Bossov

About David Bossov

Many people as they get closer to retirement, feel unsure about what they’ll need to live on—especially when most of their savings are in a 401(k).I work with individuals who want to make more confident, informed decisions about their money—whether they’re thinking about when to retire, how much they’ll need, or what to expect from taxes and inflation.At Etico Financial, we take a practical approach to planning, with strategies designed to help you:• Understand where you stand today• Explore tax-aware ways to save or transition• Plan for health care and long-term goals• Simplify decision-making for the road aheadIf you’re within 5–20 years of retirement and unsure whether you’re on the right path, I’d be happy to talk.Investment advisory services offered through Quartz Partners LLC, an SEC-registered investment advisor. This content is for educational purposes only and is not intended as financial advice.

Experience

1. VP, Private Wealth Management

   Etico

   Apr 2025 — Present · Chicago, IL, US

   I work with working professionals, who want to feel more confident about retirement. Most of my clients have questions like:• Am I saving enough?• What’s the right way to handle my 401(k)?• How should I think about taxes in retirement?At Etico, we offer the tools, planning support, and investment strategies to help you feel prepared—whether retirement is 5 or 15 years away.Investment advisory services offered through Etico Financial, an SEC-registered investment advisor.

Education

• DePaul University

  BA, Economics

  1986 — 1989

• Knox College

  Economics

  1985 — 1986

• Latin School of Chicago

  High School Diploma

  1980 — 1984