As the Director and Founder of Wharton Wealth Planning and a Certified Financial Planner with over 25 years of experience in financial services, I help my clients reduce stress, increase financial security and freedom, and maximize personal finances. My expertise spans a range of financial planning areas, including investment portfolio reviews, retirement planning, tax planning, estate planning, and debt and cash flow management for a diverse range of household accounts.
At Wharton Wealth Planning, we offer unbiased recommendations as independent, fiduciary-certified financial planners - the highest legal duty one party can have to another. Unlike advisors who accept investment commissions and restrict themselves to specific products, we provide a full range of investment options based on what we believe is best for our clients, without any conflicts of interest.
I have written articles for several prestigious publications such as Yahoo Finance, Fortune, and MarketWatch, and have been featured in podcasts like the Retirement Wisdom podcast. With a Wharton MBA and a B.S. in economics from Cornell University, I have analyzed, traded, and managed a variety of asset categories, such as stocks and bonds, and apply these principles to help guide my clients towards financial success. So, whether you prefer in-person or virtual collaboration, trust Wharton Wealth Planning to help you achieve your financial goals.
Service location:
Remotely
Service Reviews
5.0
15 reviews
Service as described
5.0
Communication
5.0
Punctuality
5.0
MB
Melissa B.
It has been really enlightening collaborating with David. Right from the onset of our conversation, he demonstrated genuine interest in comprehending my entire financial background. He has offered feasible tactics for me to accomplish my short and long term goals. In the past, I had reservations regarding working with advisors who tend to force particular products on their clients. However, my engagement with David has been an opposite experience. I am excited about working with him to create a financial strategy that will grant me financial liberation.
October 25, 2022
AW
Amber W.
David and I have collaborated for many years, and I must say, he is an excellent source of advice! I highly recommend him. My primary focus is investing and retirement planning, and his valuable input has had a substantial effect on revamping my investments, leading to noteworthy results. David is known for his diligence and vast knowledge in this field.
October 10, 2022
AM
Andrew M.
We have gained clarity on our priorities and are confident about our future progress. Thanks to David's financial planning services, we have significantly reduced our financial stress.
September 26, 2022
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Robert T.
With a new home purchase analysis and answers to our financial questions in mind, Dave provided assistance to my husband and me. He also took the time to review our investments and offer suggestions on areas that I had not intended to explore and was unfamilar with. His financial plan was meticulous, and definitely worth the cost. We wholeheartedly endorse him.
September 19, 2022
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Rachel S.
Upon speaking with Dave, I quickly realized he was dedicated to aiding me in achieving my financial objectives. He patiently clarified key information and posed insightful queries that demonstrated his comprehension and thoughtfulness.
