• David Geske Bio Image

    David T. Geske, CFP®

    Financial Advisor

    CERTIFIED FINANCIAL PLANNER™

As a wealth manager/investment adviser representative, I strategize with private families on the best way to build/preserve their wealth and generate predictable cash flow throughout the retirement years. I also work with CFOs, Controllers, Investment Committees and Human Resources teams to provide service for 401(k) plans with group assets of $1m -$50m.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.