David Whittaker, Cmsa®
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David Whittaker, Cmsa® Email & Phone Number

Client Services Manager at Capital Wealth Planning, LLC
Location: Naples, Florida, United States 3 work roles 1 school
1 work email found @capitalwealthplanning.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@capitalwealthplanning.com
LinkedIn Profile matched
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Current company
Capital Wealth Planning, LLC
Role
Client Services Manager
Location
Naples, Florida, United States
Company size
19 employees

Who is David Whittaker, Cmsa®? Overview

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Quick answer

David Whittaker, Cmsa® is listed as Client Services Manager at Capital Wealth Planning, LLC, a company with 19 employees, based in Naples, Florida, United States. AeroLeads shows a work email signal at capitalwealthplanning.com and a matched LinkedIn profile for David Whittaker, Cmsa®.

David Whittaker, Cmsa® previously worked as Client Services Associate at Capital Wealth Planning, Llc and General Manager at Cansortium Inc.. David Whittaker, Cmsa® holds Bachelor Of Science - Bs, Business Management from Florida Gulf Coast University.

Company email context

Email format at Capital Wealth Planning, LLC

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*@capitalwealthplanning.com
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AeroLeads found 1 current-domain work email signal for David Whittaker, Cmsa®. Compare company email patterns before reaching out.

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Profile bio

About David Whittaker, Cmsa®

David Whittaker, Cmsa® is a Client Services Manager at Capital Wealth Planning, LLC. He possess expertise in management, microsoft excel, communication, time management, horticulture.

Listed skills include Management, Microsoft Excel, Communication, Time Management, and 1 others.

Current workplace

David Whittaker, Cmsa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Capital Wealth Planning, LLC
Capital Wealth Planning, Llc
Client Services Manager
naples, florida, united states
Website
capitalwealthplanning.com
Employees
19
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Company profile
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3 roles

David Whittaker, Cmsa® work experience

A career timeline built from the work history available for this profile.

General Manager

Cansortium Inc.

Fort Myers, Florida, United States

Aug 2020 - Jul 2022
Team & coworkers

Colleagues at Capital Wealth Planning, LLC

Other employees you can reach at capitalwealthplanning.com. View company contacts for 19 employees →

JC Jose Cruz Jose Cruz Colleague at Capital Wealth Planning, LlcNaples, Florida, United States, United States View → JA Jj Avila Jj Avila Colleague at Capital Wealth Planning, LlcFort Myers, Florida, United States, United States View → BB Brandon Bowens Brandon Bowens Colleague at Capital Wealth Planning, LlcFort Myers, Florida, United States, United States View → LA Louis Albenga, Iaccp® Louis Albenga, Iaccp® Colleague at Capital Wealth Planning, LlcNaples, Florida, United States, United States View → RW Regan Wall Regan Wall Colleague at Capital Wealth Planning, LlcUnited States, United States View → GR George Raffa George Raffa Colleague at Capital Wealth Planning, LlcSt Petersburg, Florida, United States, United States View → FC Florencia Cruz Florencia Cruz Colleague at Capital Wealth Planning, LlcNaples, Florida, United States, United States View → CB Chad Brand Chad Brand Colleague at Capital Wealth Planning, LlcNewport Beach, California, United States, United States View → HM Hailey Moskowitz Hailey Moskowitz Colleague at Capital Wealth Planning, LlcNaples, Florida, United States, United States View → KS Kevin Simpson Kevin Simpson Colleague at Capital Wealth Planning, LlcNaples, Florida, United States, United States View →
1 education record

David Whittaker, Cmsa® education

FAQ

Frequently asked questions about David Whittaker, Cmsa®

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

What company does David Whittaker, Cmsa® work for?

David Whittaker, Cmsa® works for Capital Wealth Planning, LLC.

What is David Whittaker, Cmsa®'s role at Capital Wealth Planning, LLC?

David Whittaker, Cmsa® is listed as Client Services Manager at Capital Wealth Planning, LLC.

What is David Whittaker, Cmsa®'s email address?

AeroLeads has found 1 work email signal at @capitalwealthplanning.com for David Whittaker, Cmsa® at Capital Wealth Planning, LLC.

Where is David Whittaker, Cmsa® based?

David Whittaker, Cmsa® is based in Naples, Florida, United States while working with Capital Wealth Planning, LLC.

What companies has David Whittaker, Cmsa® worked for?

David Whittaker, Cmsa® has worked for Capital Wealth Planning, Llc and Cansortium Inc..

Who are David Whittaker, Cmsa®'s colleagues at Capital Wealth Planning, LLC?

David Whittaker, Cmsa®'s colleagues at Capital Wealth Planning, LLC include Jose Cruz, Jj Avila, Brandon Bowens, Louis Albenga, Iaccp®, and Regan Wall.

How can I contact David Whittaker, Cmsa®?

You can use AeroLeads to view verified contact signals for David Whittaker, Cmsa® at Capital Wealth Planning, LLC, including work email, phone, and LinkedIn data when available.

What schools did David Whittaker, Cmsa® attend?

David Whittaker, Cmsa® holds Bachelor Of Science - Bs, Business Management from Florida Gulf Coast University.

What skills is David Whittaker, Cmsa® known for?

David Whittaker, Cmsa® is listed with skills including Management, Microsoft Excel, Communication, Time Management, and Horticulture.

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