Managing Partner, Investment Advisor Representative
Dave is the Co-Founder and Principal of Clearview Financial Partners and has worked in the financial service field since 1989. He began his career in wealth management after graduating Drexel University with dual degrees in Finance and Marketing. In 1992, he co-founded an independent financial services firm that ultimately evolved into Wharton Advisory Group. In 1999, Dave made the groundbreaking decision to change Wharton to a Registered Investment Advisory (RIA) Company and offer fee-based investment advice. At this time most investment firms were still working with clients on a commission only basis. While creating the Clearview name, Dave and his team wanted to convey their commitment to fiduciary fee based planning and not only deliver their clients a “Clear view” of their financial future but also “Partnering” with them in the success of their plan. With over 30 years of experience working with Business Owners, Executives and High Net Worth Families, he brings particular expertise in Investment Management, Portfolio Design, Business Succession Planning, Estate Planning, Retirement Income and Insurance Design.
Dave possesses a deep understanding of the financial markets and has brought this expertise to his clients across multiple economic cycles. This has helped establish him as a sought-after advisor in the Philadelphia area where he was recognized by the Philadelphia Business Journal in 2008 as 1 of 10 “Top Registered Investment Advisors”** in the Philadelphia area, based on assets managed, revenue, etc. In addition, he has consistently been among the top financial advisors in the country by his broker-dealer, LPL Financial, based on revenue.
Dave enjoys spending his time with his wife Patti Lynn and their three children, as well as, playing golf and spending time in Ocean City, NJ.
*Achievement is based on annual production among LPL Advisors only.
**The winners Circle team vetted each Series-7 registered advisor through a host of quantitative and qualitative criteria, including assets managed, revenues, experience levels, acceptable compliance records and U4 forms, discussions with management and more. Because client portfolios vary and are typically unaudited, portfolio performance is not criteria.