About
Your Guide for Financial Decisions
Meet Your Advisor
David Seufer CFA, CFP®
Wealth Advisor
Since beginning my career in the financial industry in 2009, I’ve specialized in helping clients make the most important financial decisions of their lives—specifically, when and how to retire.
I take great pride in guiding my clients towards achieving their financial goals and creating a sustainable retirement income plan. My approach is centered around communication and transparency, as I believe building strong relationships with my clients is key to their success.
When I’m not working, I love spending time with my family. I’m married with a toddler and two dogs who keep my life interesting. I’m also an enthusiast of strategy board games, a collector of fountain pens, an avid golfer, and a passionate F1 fan.
The best part of my job is the joy and celebration when clients reach their goals. It’s incredibly rewarding to help them make informed financial decisions and support them on their retirement journey. I’m excited to continue helping my clients create a brighter financial future!
You need to trust your financial advisor. Here's why you should trust me.
I understand how daunting it is to plan for retirement while juggling other financial responsibilities and priorities. Over the past 15 years, I’ve helped clients just like you transition into retirement with confidence.
Independent and Unbiased Advice
As a fee-only advisor, I provide objective guidance minimizing conflicts of interest. My focus is solely on meeting your needs and helping you achieve your goals.
Commitment to Client Education
I’m dedicated to educating my clients on retirement planning and investment management, explaining complex concepts in clear and understandable language. My aim is to empower you to make informed decisions about your financial future
Personalized Approach
I offer customized retirement planning and investment management services that cater to your unique needs, goals, and preferences.
Expertise in Retirement Planning
With deep knowledge and experience in retirement planning, I’m here to help you navigate complex financial issues such as retirement income, taxes, and healthcare expenses.
Flexibility is required in your financial plan.
Flexibility is also required in family pictures with toddlers.
