David Klepeisz, CFP®, EA
Chief Executive Officer at Accruent Wealth Advisors- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
US
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Credentials
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Enrolled Agent
Internal Revenue ServiceMar, 2017- Sep, 2024 -
Certified Financial Planner
CFP BoardAug, 2016- Sep, 2024
Experience
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Accruent Wealth Advisors
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United States
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Financial Services
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1 - 100 Employee
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Chief Executive Officer
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Jul 2015 - Present
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Ameriprise Financial Services, Inc.
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United States
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Investment Banking
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1 - 100 Employee
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Paraplanner
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Aug 2014 - Apr 2015
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Langley Federal Credit Union
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United States
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Financial Services
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300 - 400 Employee
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intern
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Sep 2008 - Aug 2012
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Education
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2009 - 2014
Virginia Tech
Bachelor of Science (BS), Applied Economic Management: Financial Planning Option
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