David Bosak, Cfp® work email
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David Bosak, Cfp® personal email
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David Bosak, Cfp® phone numbers
A CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of industry experience, I bring strong risk management and trust administration skills to Fairport. Serving in my role as Wealth Advisor, I am responsible for meeting with clients, researching client issues, and preparing and presenting client core deliverables. This includes evaluating the client’s current financial position and recommending strategies for investment management, tax planning, estate planning, risk management and reviewing results regularly to evaluate the client’s progress toward meeting individual financial goals. I educate clients on financial planning principles, investment philosophy, portfolio strategies and market views. Clients benefit from my extensive knowledge in fiduciary, investment, tax and other related wealth issues. With roots dating back to 1963, Fairport Wealth is a team of advisors that INSPIRES FAMILIES by providing comprehensive wealth management solutions. Our team of credentialed professionals have experience in guiding corporate executives, business owners and women of wealth. We help our clients with life's transitions including succession, retirement and liquidity planning, marital/partnership changes or loss of a spouse. Our clients value our professional, yet approachable style. More information at www.FairportWealth.com. Securities offered through Hightower Securities, LLC member FINRA/SIPC. HighTower Advisors, LLC is a SEC registered investment advisor.
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Wealth AdvisorFairport WealthCleveland, Oh, Us
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Director Of Client Service And Wealth AdvisorFairport Wealth Jun 2014 - PresentCleveland, Ohio, UsServing in my role as Wealth Advisor, I am responsible for meeting with clients, researching client issues, and preparing and presenting client core deliverables. This includes evaluating the client’s current financial position and recommending strategies for investment management, tax planning, estate planning, risk management and reviewing results regularly to evaluate the client’s progress toward meeting individual financial goals. I educate clients on financial planning principles, investment philosophy, portfolio strategies and market views.
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Director Of Client Service And Wealth AdvisorLuma Wealth Advisors Jun 2014 - Dec 2023Cleveland, Ohio, Us -
Internal Audit - Asset ManagementKeybank Jul 2012 - Jun 2014Cleveland , Ohio, UsManage individual internal audit reviews by identify operational and compliance risks within an assigned group and recommend efficient and effective processes for managing these risks. Participate in internal process improvement initiatives with the risk review team to support best in class continuous improvement strategies, enhance individual and divisional productivity, and enhance the quality of services and deliverables. -
Trust OfficerKeybank Jun 2007 - Jul 2012Cleveland , Ohio, UsAdminister over 350 fiduciary and investment accounts to ensure that the needs of clients and beneficiaries are metAssist in the preparation of client presentations and meet with clients as needed. Experience managing a high net worth book of business; strong client focus.
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Trust Associate IiKey Private Bank Nov 2006 - Jun 2007Perform day-to-day administrative functions with a focus in compliance support activities by meeting necessary deadlines. Build and maintain effective working relationships with internal and external clients.Read and interpret trust and agency agreements for administrative purposes. Analyze complex account issues and recommend solutions.
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Investment SpecialistMcdonald Financial Group (Key Corp) Oct 2005 - Nov 2006Maintenance and upkeep of several thousand managed brokerage accounts. Responsibilities include setting up new accounts and closing terminated accounts on the system, account reconciliation with brokerage and trust systems, quarterly statement reporting, managed account performance review, ad-hoc reporting and daily procedures
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Customer Satisfaction Account ManagerMbna Apr 2004 - Oct 2005Charlotte, Nc, UsRespond to customer inquires, inform customers about other financial benefits and services that include marketing and promotion of company products. Expand business by opening new loan products as well as depositing money into consumer accounts
David Bosak, Cfp® Skills
David Bosak, Cfp® Education Details
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The University Of AkronBusiness Administration; Marketing Management -
Cleveland State UniversityBusiness Administration
Frequently Asked Questions about David Bosak, Cfp®
What company does David Bosak, Cfp® work for?
David Bosak, Cfp® works for Fairport Wealth
What is David Bosak, Cfp®'s role at the current company?
David Bosak, Cfp®'s current role is Wealth Advisor.
What is David Bosak, Cfp®'s email address?
David Bosak, Cfp®'s email address is da****@****set.com
What is David Bosak, Cfp®'s direct phone number?
David Bosak, Cfp®'s direct phone number is +121643*****
What schools did David Bosak, Cfp® attend?
David Bosak, Cfp® attended The University Of Akron, Cleveland State University.
What skills is David Bosak, Cfp® known for?
David Bosak, Cfp® has skills like Wealth Management, Strategic Financial Planning, Financial Services, Loans, Portfolio Management, Asset Management, Accounting, Analysis, Account Reconciliation, Employee Benefits, Marketing, Accounts Payable.
Who are David Bosak, Cfp®'s colleagues?
David Bosak, Cfp®'s colleagues are Debbie Javurek, Eric Feder, Tom Seifert, Calla Hoyt Cornett Cfp®, Gail Smoy, Chris Isabella, Cpa/pfs, Cgma, Richard D'amico.
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