Dave Bucholtz Email & Phone Number

How do you balance today’s financial needs while preparing for your future? Are you unsure if you are making the financial progress you should? Do you worry you might be “missing something”? Do you have a plan to safely withdraw money from your investments once you retire?Dave Bucholtz, CERTIFIED FINANCIAL PLANNER™, has been helping clients find their answers to these important questions for over 20 years. Dave draws on his experience in retirement income planning, investment management, tax planning, estate planning, employee benefits, and insurance to bring all the pieces of clients’ financial lives together. He simplifies and communicates financial concepts in a way that helps clients make smart financial decisions.An area native and graduate of the Ohio State University Fisher School of Business, Dave earned his CERTIFIED FINANCIAL PLANNER™ designation in 1997. He began working in investment management with a tax and estate planning firm. Dave founded Bucholtz Consulting in 2004.When not working, Dave enjoys spending time with his wife Kris, daughter Emily, and sons, Jared and Aaron. They own the world’s laziest yellow lab, Luke. Dave has coached youth soccer, basketball, and football as his children have moved through sports. By partnering with Commonwealth Financial Network and its clearing firm National Financial Services LLC, Member NYSE/SIPC, Bucholtz Consulting can offer the resources of a Wall Street firm, but maintain objectivity as an independent firm. This affiliation allows clients to benefit from a strong partner with independent guidance that's not conflicted by a Wall Street firm or a big insurance company.Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.Bucholtz & Germo. 2786 S.O.M. Center Road. Suite 100. Willoughby Hills, OH 44094. P (440) 944-7070

Listed skills include Highly Skilled At Explaining Complex Financial Concepts, Public Speaking, Educational Workshops, Retirement Planning, and 4 others.