Financial Planner
CurrentInfocus is the new brand name for the ADHD financial planning business I started in 2021.
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@dewittcm.com
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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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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.
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Collegeville, Pennsylvania, United States
Infocus is the new brand name for the ADHD financial planning business I started in 2021.
Wayne, Pennsylvania, United States
www.dewittcm.com
United States
The show that helps dynamic but distracted ADHD brains own their financial future.
Other employees you can reach at dewittcm.com. View company contacts for 6 employees →
Doreen Gallagher
Colleague at Dewitt Capital ManagementWayne, Pennsylvania, United States, United States
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JD
Jillian Dobbs
Colleague at Dewitt Capital ManagementPhiladelphia, Pennsylvania, United States, United States
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DL
Donna Lee Hellmann
Colleague at Dewitt Capital ManagementNew York City Metropolitan Area, United States
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Activities and Societies: Men's Soccerminor in sociology
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David Dewitt, Cfp® works for 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.
AeroLeads has found 1 work email signal at @dewittcm.com for David Dewitt, Cfp® at DeWitt Capital Management.
David Dewitt, Cfp® is based in Wayne, Pennsylvania, United States while working with DeWitt Capital Management.
David Dewitt, Cfp® has worked for Infocus Wealth Strategies, Dewitt Capital Management, Adhd Money Talk, and Sei.
David Dewitt, Cfp®'s colleagues at DeWitt Capital Management include Doreen Gallagher, Jillian Dobbs, and Donna Lee Hellmann.
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.
David Dewitt, Cfp® holds Bachelor Of Arts (B.A.), Business And Economics from Ursinus College.
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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