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David Bosak, Cfp® Email & Phone Number

Wealth Advisor at Fairport Wealth
Location: Cleveland, Ohio, United States 8 work roles 2 schools
1 work email found @fairportasset.com 2 phones found area 216 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email d****@fairportasset.com
Direct phone (216) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Fairport Wealth
Role
Wealth Advisor
Location
Cleveland, Ohio, United States
Company size
59 employees

Who is David Bosak, Cfp®? Overview

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Quick answer

David Bosak, Cfp® is listed as Wealth Advisor at Fairport Wealth, a with 59 employees, based in Cleveland, Ohio, United States. AeroLeads shows a work email signal at fairportasset.com, phone signal with area code 216, and a matched LinkedIn profile for David Bosak, Cfp®.

David Bosak, Cfp® previously worked as Director of Client Service and Wealth Advisor at Fairport Wealth and Director of Client Service and Wealth Advisor at Luma Wealth Advisors. David Bosak, Cfp® holds B.S.B.A. Bachelor Of Science, Business Administration; Marketing Management from The University Of Akron.

Company email context

Email format at Fairport Wealth

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*@fairportasset.com
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AeroLeads found 1 current-domain work email signal for David Bosak, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About David Bosak, Cfp®

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.

Listed skills include Wealth Management, Strategic Financial Planning, Financial Services, Loans, and 25 others.

Current workplace

David Bosak, Cfp®'s current company

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

Fairport Wealth
Fairport Wealth
Wealth Advisor
Cleveland, OH, US
Website
fairportwealth.com
Employees
59
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Company profile
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8 roles

David Bosak, Cfp® work experience

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

Director Of Client Service And Wealth Advisor

Fairport Wealth

Cleveland, Ohio, Us

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.

Director Of Client Service And Wealth Advisor

Luma Wealth Advisors

Cleveland, Ohio, Us

Jun 2014 - Dec 2023

Internal Audit - Asset Management

Keybank

Cleveland , Ohio, Us

Manage 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.

Jul 2012 - Jun 2014

Trust Officer

Keybank

Cleveland , Ohio, Us

Administer 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.

Jun 2007 - Jul 2012

Trust Associate Ii

Key Private Bank

Perform 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.

Nov 2006 - Jun 2007

Investment Specialist

Mcdonald Financial Group (Key Corp)

Maintenance 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

Oct 2005 - Nov 2006

Customer Satisfaction Account Manager

Mbna

Charlotte, Nc, Us

Respond 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

Apr 2004 - Oct 2005
Team & coworkers

Colleagues at Fairport Wealth

Other employees you can reach at fairportwealth.com. View company contacts for 59 employees →

JH Julie Harrington Julie Harrington Colleague at Fairport WealthBuffalo Grove, Illinois, United States View → DF Diana Funk Diana Funk Colleague at Fairport WealthHarrisburg, Pennsylvania, United States View → RD Richard D'Amico Richard D'Amico Colleague at Fairport WealthRocky River, Ohio, United States View → GR Gwen Rosenthal-Martin Gwen Rosenthal-Martin Colleague at Fairport WealthGreater Cleveland, United States View → TD Tia D'Aveta Tia D'Aveta Colleague at Fairport WealthChagrin Falls, Ohio, United States View → ML Michael Leonetti Michael Leonetti Colleague at Fairport WealthGlen Ellyn, Illinois, United States View → ED Emily Drake Emily Drake Colleague at Fairport WealthCleveland, Ohio, United States View → MV Michael Vinci Michael Vinci Colleague at Fairport WealthUnited States View → JM Jocelyn Maldonado Jocelyn Maldonado Colleague at Fairport WealthCleveland, Ohio, United States View → PG Patricia Gonzalez Patricia Gonzalez Colleague at Fairport WealthBuffalo Grove, Illinois, United States View →
2 education records

David Bosak, Cfp® education

B.S.B.A. Bachelor Of Science, Business Administration; Marketing Management

The University Of Akron

Mba, Master, Business Administration

Cleveland State University
FAQ

Frequently asked questions about David Bosak, Cfp®

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

What company does David Bosak, Cfp® work for?

David Bosak, Cfp® works for Fairport Wealth.

What is David Bosak, Cfp®'s role at Fairport Wealth?

David Bosak, Cfp® is listed as Wealth Advisor at Fairport Wealth.

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

AeroLeads has found 1 work email signal at @fairportasset.com for David Bosak, Cfp® at Fairport Wealth.

What is David Bosak, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 216 for David Bosak, Cfp® at Fairport Wealth.

Where is David Bosak, Cfp® based?

David Bosak, Cfp® is based in Cleveland, Ohio, United States while working with Fairport Wealth.

What companies has David Bosak, Cfp® worked for?

David Bosak, Cfp® has worked for Fairport Wealth, Luma Wealth Advisors, Keybank, Key Private Bank, and Mcdonald Financial Group (Key Corp).

Who are David Bosak, Cfp®'s colleagues at Fairport Wealth?

David Bosak, Cfp®'s colleagues at Fairport Wealth include Julie Harrington, Diana Funk, Richard D'Amico, Gwen Rosenthal-Martin, and Tia D'Aveta.

How can I contact David Bosak, Cfp®?

You can use AeroLeads to view verified contact signals for David Bosak, Cfp® at Fairport Wealth, including work email, phone, and LinkedIn data when available.

What schools did David Bosak, Cfp® attend?

David Bosak, Cfp® holds B.S.B.A. Bachelor Of Science, Business Administration; Marketing Management from The University Of Akron.

What skills is David Bosak, Cfp® known for?

David Bosak, Cfp® is listed with skills including Wealth Management, Strategic Financial Planning, Financial Services, Loans, Portfolio Management, Asset Management, Accounting, and Analysis.

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