Chief Executive Officer
Current
Jul 2015 - Present
AeroLeads people directory · profile
David Klepeisz, Cfp®, Ea Email & Phone Number
CEO and Owner at Accruent Wealth Advisors
at
Accruent Wealth Advisors
1 work email found
@accruentadvisors.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
CEO and Owner at Accruent Wealth Advisors
Location
Winston-Salem, North Carolina, United States
Company size
Who is David Klepeisz, Cfp®, Ea? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
David Klepeisz, Cfp®, Ea is listed as CEO and Owner at Accruent Wealth Advisors at Accruent Wealth Advisors, a company with 2 employees, based in Winston-Salem, North Carolina, United States. AeroLeads shows a work email signal at accruentadvisors.com and a matched LinkedIn profile for David Klepeisz, Cfp®, Ea.
David Klepeisz, Cfp®, Ea previously worked as Chief Executive Officer at Accruent Wealth Advisors and Paraplanner at Ameriprise Financial Services, Inc.. David Klepeisz, Cfp®, Ea holds Bachelor Of Science (Bs), Applied Economic Management: Financial Planning Option from Virginia Tech.
Company email context
Email format at Accruent Wealth Advisors
This section adds company-level context without repeating David Klepeisz, Cfp®, Ea's masked contact details.
*@accruentadvisors.com
71% confidence
AeroLeads found 1 current-domain work email signal for David Klepeisz, Cfp®, Ea. Compare company email patterns before reaching out.
Profile bio
About David Klepeisz, Cfp®, Ea
David Klepeisz, Cfp®, Ea is a CEO and Owner at Accruent Wealth Advisors at Accruent Wealth Advisors.
Current workplace
David Klepeisz, Cfp®, Ea's current company
Company context helps verify the profile and gives searchers a useful next step.
Accruent Wealth Advisors
3 roles
David Klepeisz, Cfp®, Ea work experience
A career timeline built from the work history available for this profile.
Paraplanner
Aug 2014 - Apr 2015
Intern
Sep 2008 - Aug 2012
1 education record
David Klepeisz, Cfp®, Ea education
FAQ
Frequently asked questions about David Klepeisz, Cfp®, Ea
Quick answers generated from the profile data available on this page.
What company does David Klepeisz, Cfp®, Ea work for?
David Klepeisz, Cfp®, Ea works for Accruent Wealth Advisors.
What is David Klepeisz, Cfp®, Ea's role at Accruent Wealth Advisors?
David Klepeisz, Cfp®, Ea is listed as CEO and Owner at Accruent Wealth Advisors at Accruent Wealth Advisors.
What is David Klepeisz, Cfp®, Ea's email address?
AeroLeads has found 1 work email signal at @accruentadvisors.com for David Klepeisz, Cfp®, Ea at Accruent Wealth Advisors.
Where is David Klepeisz, Cfp®, Ea based?
David Klepeisz, Cfp®, Ea is based in Winston-Salem, North Carolina, United States while working with Accruent Wealth Advisors.
What companies has David Klepeisz, Cfp®, Ea worked for?
David Klepeisz, Cfp®, Ea has worked for Accruent Wealth Advisors, Ameriprise Financial Services, Inc., and Langley Federal Credit Union.
Who are David Klepeisz, Cfp®, Ea's colleagues at Accruent Wealth Advisors?
David Klepeisz, Cfp®, Ea's colleagues at Accruent Wealth Advisors include Barry J. Swaim and Weston Bryan.
How can I contact David Klepeisz, Cfp®, Ea?
You can use AeroLeads to view verified contact signals for David Klepeisz, Cfp®, Ea at Accruent Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did David Klepeisz, Cfp®, Ea attend?
David Klepeisz, Cfp®, Ea holds Bachelor Of Science (Bs), Applied Economic Management: Financial Planning Option from Virginia Tech.
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