David Dewitt, Cfp®
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David Dewitt, Cfp® Email & Phone Number

I help individuals with ADHD and their families avoid making big financial mistakes by building plans that restore order to financial chaos so they can spend more time on the important things in life. at DeWitt Capital Management
Location: Wayne, Pennsylvania, United States 6 work roles 2 schools
1 work email found @dewittcm.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Current company
Role
I help individuals with ADHD and their families avoid making big financial mistakes by building plans that restore order to financial chaos so they can spend more time on the important things in life.
Location
Wayne, Pennsylvania, United States
Company size

Who is David Dewitt, Cfp®? Overview

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Quick answer

David Dewitt, Cfp® is listed as I help individuals with ADHD and their families avoid making big financial mistakes by building plans that restore order to financial chaos so they can spend more time on the important things in life. at DeWitt Capital Management, a company with 6 employees, based in Wayne, Pennsylvania, United States. AeroLeads shows a work email signal at dewittcm.com and a matched LinkedIn profile for David Dewitt, Cfp®.

David Dewitt, Cfp® previously worked as Financial Planner at Infocus Wealth Strategies and Financial Planner at Dewitt Capital Management. David Dewitt, Cfp® holds Bachelor Of Arts (B.A.), Business And Economics from Ursinus College.

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Email format at DeWitt Capital Management

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*@dewittcm.com
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Profile bio

About David Dewitt, Cfp®

As someone with ADHD, I understand firsthand how impulsivity, distractibility, and procrastination often make managing our money difficult.Early in my career, I felt like an imposter. I provided sound advice to my clients, but I struggled to practice what I was preaching. I ended up in too much debt, spent too much money on things I didn’t need and took impulsive gambles in the stock market that I would never have advised my clients to do. When I had my daughter, Charlotte, everything changed. I realized my relationship with my money was unhealthy and that I needed to make a change. I decided to face up to my ADHD. I learned to embrace it and accept myself for who I was. ADHD is part of me. It’s a lifelong struggle. And I have deliberately chosen to frame it as positive. During my research on ADHD, I realized that I want to help others like me. If there is anybody who could use a financial advisor, it is someone with ADHD because structure and accountability are something we generally very much need to get the best out of ourselves.That’s why I do financial planning differently. I set up a process designed explicitly with the obstacles people with ADHD face in mind. I’ll take care of the confusing stuff and show you a visually appealing and easy-to-digest path forward. We’ll work together to find ways to implement recommendations in a way that will stick.Clients come to me when they:✔️ Need help making better money decisions✔️ Need help organizing their financial life✔️ Want to stop feeling anxious about money✔️ Want to feel secure and confident about their future✔️ Want to work with someone who understands themPeople with ADHD are amazing at some things. And not so great at others, like staying on top of your finances. If you are someone who:❌Is tired of making the same money mistakes over and over again❌Gets confused about all the investment options out there❌ Can’t seem to pay down debt consistently❌Seems to get back into debt quickly after paying it down❌Feels overwhelmed by the mere thought of their financial situationThen I can help. I’ll help create clarity from the confusion. You will finally:🎯Have far less anxiety about money🎯Have an organized picture of your financial life🎯Have a trusted, like-minded partner to help hold you accountable🎯Feel confident your investments are right for you🎯Know you are on the right track to reaching financial goals🎯 Live a more fulfilling, enriching life with fewer worriesVisit www.dewittcm.com/ADHD to learn more!

Listed skills include Microsoft Excel, Financial Analysis, Investments, Microsoft Office, and 10 others.

Current workplace

David Dewitt, Cfp®'s current company

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DeWitt Capital Management
Dewitt Capital Management
I help individuals with ADHD and their families avoid making big financial mistakes by building plans that restore order to financial chaos so they can spend more time on the important things in life.
wayne, pennsylvania, united states
Website
Employees
6
AeroLeads page
6 roles

David Dewitt, Cfp® work experience

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

Financial Planner

Current
Infocus Wealth Strategies

Collegeville, Pennsylvania, United States

Infocus is the new brand name for the ADHD financial planning business I started in 2021.

Jan 2024 - Present

Podcast Host

Current
Adhd Money Talk

United States

The show that helps dynamic but distracted ADHD brains own their financial future.

Jan 2022 - Present

Senior Fund Accountant

Sei

Oaks, PA

Mar 2016 - Sep 2016

Fund Accounting Analyst

Sei

Oaks, PA

Dec 2014 - Mar 2016
Team & coworkers

Colleagues at DeWitt Capital Management

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2 education records

David Dewitt, Cfp® education

Bachelor Of Arts (B.A.), Business And Economics

Activities and Societies: Men's Soccerminor in sociology

FAQ

Frequently asked questions about David Dewitt, Cfp®

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What company does David Dewitt, Cfp® work for?

David Dewitt, Cfp® works for DeWitt Capital Management.

What is David Dewitt, Cfp®'s role at DeWitt Capital Management?

David Dewitt, Cfp® is listed as I help individuals with ADHD and their families avoid making big financial mistakes by building plans that restore order to financial chaos so they can spend more time on the important things in life. at DeWitt Capital Management.

What is David Dewitt, Cfp®'s email address?

AeroLeads has found 1 work email signal at @dewittcm.com for David Dewitt, Cfp® at DeWitt Capital Management.

Where is David Dewitt, Cfp® based?

David Dewitt, Cfp® is based in Wayne, Pennsylvania, United States while working with DeWitt Capital Management.

What companies has David Dewitt, Cfp® worked for?

David Dewitt, Cfp® has worked for Infocus Wealth Strategies, Dewitt Capital Management, Adhd Money Talk, and Sei.

Who are David Dewitt, Cfp®'s colleagues at DeWitt Capital Management?

David Dewitt, Cfp®'s colleagues at DeWitt Capital Management include Doreen Gallagher, Jillian Dobbs, and Donna Lee Hellmann.

How can I contact David Dewitt, Cfp®?

You can use AeroLeads to view verified contact signals for David Dewitt, Cfp® at DeWitt Capital Management, including work email, phone, and LinkedIn data when available.

What schools did David Dewitt, Cfp® attend?

David Dewitt, Cfp® holds Bachelor Of Arts (B.A.), Business And Economics from Ursinus College.

What skills is David Dewitt, Cfp® known for?

David Dewitt, Cfp® is listed with skills including Microsoft Excel, Financial Analysis, Investments, Microsoft Office, Sas Programming, Regression Analysis, Writing, and Economics.

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