David Bahnick

Wealth Advisor at Capital Planning Wealth Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Center Valley, US
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Experience

  • Capital Planning Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor
      • 1982 - Present

      Comprehensive Wealth Management for families and closely-held businesses. Specialized in Wealth Management, Estate Planning, and Retirement Planning.

    • Founding Partner and President
      • 1982 - Present

      Center Valley, Pennsylvania

    • Wealth Advisor and Co-Founder
      • 1982 - Present

  • United States Air Force
    • United States
    • Defense and Space Manufacturing
    • 700 & Above Employee
    • United States Military
      • 1975 - 1978

Education

  • The American College of Financial Services
    RICP (Retirement Income Certified Professional) conferred by The American College., Retirement Income Security
  • The American College of Financial Services
    ChFC (Chartered Financial Consultant), Advanced Financial Planning
  • The American College of Financial Services
    CLU (Chartered Life Underwriter), Life Insurance and Risk Management
  • Lehigh University
    B.A., Architecture

Community

You need to have a working account to view this content. Click here to join now