David Wirth

About David Wirth

Fiduciary advisor. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. My team and I will always recommend what is appropriate for and in each individual or family\'s best interest. Our fees are totally transparent-Technical skill alone does not help clients meet goals nearly as much as truly understanding what is important to each individual and family. Helping clients ask and answer hard questions of themselves creates a powerful partnership that leads to success and a dynamic, trusting long-term relationship.Though I do so less often now, I am a seasoned speaker having spoken and taught adult education courses at Universities & Conferences on Financial Planning & Behavioral Finance topics~\"Always consider the positive impact each of us can make on this world. That is the true measure of a life.\"-Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP(with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Experience

1. Senior Lead Planner

   Facet

   Jan 2021 — Present

   We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and invaluable financial advice and services at an affordable membership fee.

Education

• College for Financial Planning

  CERTIFIED FINANCIAL PLANNER™ professional

• University of South Florida

  Sociology / Economics

Skills

• Variable Annuities
• Retirement Planning
• Iras
• Uniform Combined State Law
• Investments
• Series 7
• Asset Management
• Financial Services
• Portfolio Management
• Life Insurance
• Asset Allocation
• Mutual Funds
• 401k
• Wealth Management
• Series 63
• Securities
• Estate Planning
• Retirement
• Strategic Financial Planning
• Investment Strategies
• Alternative Investments