David Stortz
Financial Consultant @ Principal Financial Group | Client Financial Solutions
- Role
- Financial Consultant at Principal Financial Group
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About David Stortz
As a Financial Consultant at Principal Financial Group, I deliver educational sessions on benefit events, helping participants and retirees better understand their investment and risk-based needs. My work involves facilitating transactions and collaborating with clients to identify tailored financial solutions, ensuring their goals are addressed effectively. Building on my Bachelor of Science in Marketing and minor in Psychology from the University of North Carolina at Charlotte, I am advancing my expertise by pursuing an MBA at Grand Canyon University. With certifications including the SIE, Series 7, and Retail Loan Originator, along with skills in accounting, financial accounting, and finance, I am committed to empowering clients with informed financial decisions.
Experience
Financial Consultant
Mar 2026 — Present · Charlotte, NC, US
Provide educational sessions on benefit events to former participants and those nearing retirement. • Assist customers in understanding their investment and risk-based needs, facilitating transactions as necessary. • Engage with existing and prospective clients to uncover their financial needs and offer tailored solutions.
Education
Grand Canyon University
Master of Business Administration - MBA
University of North Carolina at Charlotte
Bachelor of Science - BS, Marketing
University of North Carolina at Charlotte
Minor, Psychology
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