David Rath, Cmt, Cfa

David Rath, Cmt, Cfa Email and Phone Number

Partner and Chief Investment Officer @ Continuum Wealth Advisors, LLC
Saratoga Springs, NY, US
David Rath, Cmt, Cfa's Location
Saratoga Springs, New York, United States, United States
David Rath, Cmt, Cfa's Contact Details

David Rath, Cmt, Cfa work email

David Rath, Cmt, Cfa personal email

About David Rath, Cmt, Cfa

So, you're ready to hang up the gloves (or at least you need a plan in place to do so).No more punching the clock.Good news! We have worked with 100s of families just like yours with one goal in mind: provide the peace of mind necessary to confidently enter retirement.How?- Manage investments to ensure you meet your objectives.- Structure an efficient withdrawal strategy.- Guide you through Social Security and medical expense decisions.- Stay up to speed on developments in estate planning and taxes for anything that impacts your bottom line.What to do now: send me a message if you are interested in learning more (or check out our website contwealth.com).Personal tidbits:- Married with two beautiful boys- Rabid NY Giants and NY Rangers fan- Brazilian Jiu-Jitsu Black Belt - Falo português

David Rath, Cmt, Cfa's Current Company Details
Continuum Wealth Advisors, LLC

Continuum Wealth Advisors, Llc

View
Partner and Chief Investment Officer
Saratoga Springs, NY, US
Website:
contwealth.com
Employees:
6
David Rath, Cmt, Cfa Work Experience Details
  • Continuum Wealth Advisors, Llc
    Partner And Chief Investment Officer
    Continuum Wealth Advisors, Llc
    Saratoga Springs, Ny, Us
    View
  • Continuum Wealth Advisors, Llc
    Partner & Chief Investment Officer
    Continuum Wealth Advisors, Llc Jan 2021 - Present
    Saratoga Springs, New York, Us
    View
  • Bouchey Financial Group, Ltd.
    Portfolio Strategist
    Bouchey Financial Group, Ltd. Jan 2019 - Jan 2021
    Troy, Ny, Us
    View
  • Wealth Advisory Group Llc
    Financial Advisor
    Wealth Advisory Group Llc Jan 2018 - Dec 2018
    New York, Ny, Us
    View
  • Northwestern Mutual
    Director Of Portfolio Management
    Northwestern Mutual Mar 2012 - Aug 2017
    Milwaukee, Wi, Us
    View
  • Ayco, A Goldman Sachs Company
    Financial Planner
    Ayco, A Goldman Sachs Company Oct 2009 - Mar 2012
    Cohoes, New York, Us
    View

David Rath, Cmt, Cfa Skills

Investments Finance Wealth Management Financial Planning Securities Financial Services Financial Advisory Microsoft Office Asset Allocation Investment Strategies Series 7 Portfolio Management

David Rath, Cmt, Cfa Education Details

  • Binghamton University
    Binghamton University
    Financial Economics

Frequently Asked Questions about David Rath, Cmt, Cfa

What company does David Rath, Cmt, Cfa work for?

David Rath, Cmt, Cfa works for Continuum Wealth Advisors, Llc

What is David Rath, Cmt, Cfa's role at the current company?

David Rath, Cmt, Cfa's current role is Partner and Chief Investment Officer.

What is David Rath, Cmt, Cfa's email address?

David Rath, Cmt, Cfa's email address is dr****@****hoo.com

What schools did David Rath, Cmt, Cfa attend?

David Rath, Cmt, Cfa attended Binghamton University.

What skills is David Rath, Cmt, Cfa known for?

David Rath, Cmt, Cfa has skills like Investments, Finance, Wealth Management, Financial Planning, Securities, Financial Services, Financial Advisory, Microsoft Office, Asset Allocation, Investment Strategies, Series 7, Portfolio Management.

Who are David Rath, Cmt, Cfa's colleagues?

David Rath, Cmt, Cfa's colleagues are Ben Guerin, Jennifer L. Henry.

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