AeroLeads people directory · profile
David Rath, Cmt, Cfa Email & Phone Number
Partner and Chief Investment Officer
at
Continuum Wealth Advisors, LLC
1 work email found
@contwealth.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner and Chief Investment Officer
Location
Saratoga Springs, New York, United States
Company size
Who is David Rath, Cmt, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
David Rath, Cmt, Cfa is listed as Partner and Chief Investment Officer at Continuum Wealth Advisors, LLC, a company with 6 employees, based in Saratoga Springs, New York, United States. AeroLeads shows a work email signal at contwealth.com and a matched LinkedIn profile for David Rath, Cmt, Cfa.
David Rath, Cmt, Cfa previously worked as Partner & Chief Investment Officer at Continuum Wealth Advisors, Llc and Portfolio Strategist at Bouchey Financial Group, Ltd.. David Rath, Cmt, Cfa holds Bachelor Of Science, Financial Economics from Binghamton University.
Company email context
Email format at Continuum Wealth Advisors, LLC
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*@contwealth.com
71% confidence
AeroLeads found 1 current-domain work email signal for David Rath, Cmt, Cfa. Compare company email patterns before reaching out.
Profile bio
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
Listed skills include Investments, Finance, Wealth Management, Financial Planning, and 8 others.
Current workplace
David Rath, Cmt, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Continuum Wealth Advisors, Llc
6 roles
David Rath, Cmt, Cfa work experience
A career timeline built from the work history available for this profile.
Partner & Chief Investment Officer
Current
Jan 2021 - Present
Portfolio Strategist
Jan 2019 - Jan 2021
Financial Advisor
Jan 2018 - Dec 2018
Director Of Portfolio Management
Mar 2012 - Aug 2017
Financial Planner
Oct 2009 - Mar 2012
1 education record
David Rath, Cmt, Cfa education
-
Binghamton University
FAQ
Frequently asked questions about David Rath, Cmt, Cfa
Quick answers generated from the profile data available on this page.
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 Continuum Wealth Advisors, LLC?
David Rath, Cmt, Cfa is listed as Partner and Chief Investment Officer at Continuum Wealth Advisors, LLC.
What is David Rath, Cmt, Cfa's email address?
AeroLeads has found 1 work email signal at @contwealth.com for David Rath, Cmt, Cfa at Continuum Wealth Advisors, LLC.
Where is David Rath, Cmt, Cfa based?
David Rath, Cmt, Cfa is based in Saratoga Springs, New York, United States while working with Continuum Wealth Advisors, LLC.
What companies has David Rath, Cmt, Cfa worked for?
David Rath, Cmt, Cfa has worked for Continuum Wealth Advisors, Llc, Bouchey Financial Group, Ltd., Wealth Advisory Group Llc, Northwestern Mutual, and Ayco, A Goldman Sachs Company.
Who are David Rath, Cmt, Cfa's colleagues at Continuum Wealth Advisors, LLC?
David Rath, Cmt, Cfa's colleagues at Continuum Wealth Advisors, LLC include Jennifer L. Henry and Ben Guerin.
How can I contact David Rath, Cmt, Cfa?
You can use AeroLeads to view verified contact signals for David Rath, Cmt, Cfa at Continuum Wealth Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did David Rath, Cmt, Cfa attend?
David Rath, Cmt, Cfa holds Bachelor Of Science, Financial Economics from Binghamton University.
What skills is David Rath, Cmt, Cfa known for?
David Rath, Cmt, Cfa is listed with skills including Investments, Finance, Wealth Management, Financial Planning, Securities, Financial Services, Financial Advisory, and Microsoft Office.
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