David Stahl Email & Phone Number

I help business owners and private equity professionals stay focused on their highest and best use by operating as their Personal CFO. My clients have complex personal financial circumstances that require constant time and attention they can't always afford to give. By engaging with us, they have a trusted team that devotes that time and attention, coupled with the technical expertise, to improve outcomes and help clients achieve their personal goals.Our role entails crafting personal financial strategy, collaborating closely with clients' full suite of advisors, proactively bringing valuable opportunities to the table, and overseeing day to day execution of financial and investment strategy. While helping clients through this process and guiding the day-to-day for them, I most appreciate being able to develop meaningful, lasting relationships. Thanks to the depths of these relationships, the diversity of personal and financial matters I have been involved in is wide. As others go through similar situations, I am always excited to bring perspective that's informed by prior experience.

Listed skills include Strategic Financial Planning, Wealth Management, Estate Planning, Investments, and 4 others.

• 

  Partner

  Plante Moran

  Jun 2007 - Present - Detroit Metropolitan Area

  With roots within one of the most respected audit, tax, and advisory firms in the country, Plante Moran Financial Advisors is one of the nation’s largest independent registered investment advisers. As part of Plante Moran’s wealth management service practice, our 170+ professionals are dedicated to delivering holistic, independent, and objective financial guidance to help individuals, families, and not-for-profit organizations manage, grow, and preserve their wealth.Our integrated services include: investment consulting, financial planning, trust, insurance consulting, estate planning, business succession, and tax planning. Plante Moran Financial Advisors is the registered investment advisor of Plante Moran, among the nation’s largest certified public accounting and business advisory firms, providing clients with financial, human capital, operations, strategy, technology, and wealth management services.For more information, visit plantemoran.com/wealthmanagement

• 

  Michigan State University

  Finance