David Freil
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David Freil Email & Phone Number

Associate Wealth Advisor at CLA (CliftonLarsonAllen)
Location: Santa Cruz, California, United States 3 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
CLA (CliftonLarsonAllen)
Role
Associate Wealth Advisor
Location
Santa Cruz, California, United States
Company size
9387 employees

Who is David Freil? Overview

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Quick answer

David Freil is listed as Associate Wealth Advisor at CLA (CliftonLarsonAllen), a with 9387 employees, based in Santa Cruz, California, United States. AeroLeads shows a matched LinkedIn profile for David Freil.

David Freil previously worked as Machine Operator at Nhs, Inc. - Santa Cruz Skateboards and Accounting Internship at Nhs, Inc. - Santa Cruz Skateboards. David Freil holds Bachelor'S Degree, Financial Planning And Services, 3.819 Gpa from California State University, Monterey Bay.

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CLA (CliftonLarsonAllen)

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Profile bio

About David Freil

I am on track to graduate from CSU Monterey Bay with my bachelor's degree in financial planning this summer (2024). The program I am finishing will qualify me to take the CFP exam, which is my ultimate goal. I have experience with basic accounting from school and my internship at NHS inc. I decided to pursue financial planning as I found an interest in the practice through school.

Current workplace

David Freil's current company

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CLA (CliftonLarsonAllen)
Cla (Cliftonlarsonallen)
Associate Wealth Advisor
Santa Cruz, CA, US
Website
claconnect.com
Employees
9387
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Company profile
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3 roles · 12 years

David Freil work experience

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Team & coworkers

Colleagues at CLA (CliftonLarsonAllen)

Other employees you can reach at claconnect.com. View company contacts for 9387 employees →

EK Erin Keefe Erin Keefe Colleague at Cla (Cliftonlarsonallen)Salem, New Hampshire, United States View → DH Dale Hoffman Dale Hoffman Colleague at Cla (Cliftonlarsonallen)Plymouth Meeting, Pennsylvania, United States View → LG Luke Greden Luke Greden Colleague at Cla (Cliftonlarsonallen)St Charles, Minnesota, United States View → JM John Melzarek, Cpa John Melzarek, Cpa Colleague at Cla (Cliftonlarsonallen)Greater Minneapolis-St. Paul Area, United States View → KP Katherine Pomeroy Katherine Pomeroy Colleague at Cla (Cliftonlarsonallen)Boston, Massachusetts, United States View → CW Camryn Warner Camryn Warner Colleague at Cla (Cliftonlarsonallen)Elm Grove, Wisconsin, United States View → PK Patrick Keenan Patrick Keenan Colleague at Cla (Cliftonlarsonallen)Greater Tampa Bay Area, United States View → NJ Nancy Jones Nancy Jones Colleague at Cla (Cliftonlarsonallen)Seattle, Washington, United States View → LM Lexi Marquez Lexi Marquez Colleague at Cla (Cliftonlarsonallen)San Antonio, Texas Metropolitan Area, United States View → SC Stacy Colebrook-Robjent Stacy Colebrook-Robjent Colleague at Cla (Cliftonlarsonallen)Minneapolis, Minnesota, United States View →
2 education records

David Freil education

FAQ

Frequently asked questions about David Freil

Quick answers generated from the profile data available on this page.

What company does David Freil work for?

David Freil works for CLA (CliftonLarsonAllen).

What is David Freil's role at CLA (CliftonLarsonAllen)?

David Freil is listed as Associate Wealth Advisor at CLA (CliftonLarsonAllen).

Where is David Freil based?

David Freil is based in Santa Cruz, California, United States while working with CLA (CliftonLarsonAllen).

What companies has David Freil worked for?

David Freil has worked for Cla (Cliftonlarsonallen) and Nhs, Inc. - Santa Cruz Skateboards.

Who are David Freil's colleagues at CLA (CliftonLarsonAllen)?

David Freil's colleagues at CLA (CliftonLarsonAllen) include Erin Keefe, Dale Hoffman, Luke Greden, John Melzarek, Cpa, and Katherine Pomeroy.

How can I contact David Freil?

You can use AeroLeads to view verified contact signals for David Freil at CLA (CliftonLarsonAllen), including work email, phone, and LinkedIn data when available.

What schools did David Freil attend?

David Freil holds Bachelor'S Degree, Financial Planning And Services, 3.819 Gpa from California State University, Monterey Bay.

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