David Graver

Director of Retirement Plan Services at Confluence Financial Partners

Role
Director of Retirement Plan Services at Confluence Financial Partners
Location
Pittsburgh, PA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. Director of Retirement Plan Services

    Confluence Financial Partners

    Oct 2025 — Present · Pittsburgh, PA, US

    Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is a SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Financial Partners. Investing involves risk; clients may experience a profit or a loss.

Education

  • University of Pittsburgh

    Bachelor of Arts (BA), Economics

    2001 — 2005

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David Graver — Director of Retirement Plan Services at Confluence Financial Partners in Pittsburgh, PA, US | Unifers