Dave Wilder

Dave Wilder

Amministratore Delegato presso Total Wealth Planning LLC

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Profilo

Mr. David D.
Wilder is a Principal & Chief Investment Officer at Total Wealth Planning LLC.
He chairs Total Wealth Planning’s Investment Policy Committee and leads and manages the investment management team.
He is primarily responsible for investment research, preparing and communicating Total Wealth Planning’s economic and investment outlook.
As Principal, he is responsible for investment advice, with extensive client contact and client-relationship management.
Mr. Wilder has over 25 years professional investment management and financial planning experience.
Mr. Wilder previously worked as a Senior Investment Advisor within the managed account service from The Vanguard Group.
He holds Bachelor of Science in Accounting and Master’s in Tax Law (MST) from Villanova University.
Mr. Wilder is a CFP, a Certified Trust and Financial Advisor (CTFA), and a Certified Exit Planning Advisor (CEPA).

Posizioni attive di Dave Wilder

SocietàPosizioneInizio
Amministratore Delegato 01/01/2015
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Formazione di Dave Wilder

Villanova University Undergraduate Degree

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