Please complete the CAPTCHA to continue
@gs.com
✓
5 phones found area 443 and 301
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
David Rivkin, Cfp® is listed as Private Wealth Manager at Creative Planning LLC at Creative Planning, a company with 631 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at gs.com, phone signal with area code 443, 301, and a matched LinkedIn profile for David Rivkin, Cfp®.
David Rivkin, Cfp® previously worked as Wealth Manager Associate at Goldman Sachs and Wealth Advisor Associate at Morgan Stanley. David Rivkin, Cfp® holds Bachelor Of Science (Bs), Psychology, Economics from James Madison University.
This section adds company-level context without repeating David Rivkin, Cfp®'s masked contact details.
AeroLeads found 1 current-domain work email signal for David Rivkin, Cfp®. Compare company email patterns before reaching out.
David serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.With nearly a decade of experience in the financial services industry, David offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, David served as a wealth manager for two different global investment management firms, where he was involved in portfolio construction, financial plan creation and execution, investment management and investment research.David received his Bachelor of Science degree in psychology from James Madison University and his Master of Business Administration degree from Loyola University Maryland. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.David currently lives in Aurora, Colorado, with his golden retriever, Cal Rivkin Jr., after leaving Baltimore, Maryland, in 2019. He enjoys watching live music, skiing, attending sporting events and traveling (both domestically and abroad).
Listed skills include Microsoft Office, Powerpoint, Microsoft Excel, Microsoft Word, and 21 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Greenwood Village, Colorado, United States
Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate.
Greenwood Village, Colorado, United States
David Rivkin, Denver, is responsible for advising clients on investment opportunities in alignment with their specific needs, goals and tolerance for risk while considering current market conditions, trends, and the overall economic environment. He is currently working in the Greenwood Village, Colorado office for Goldman Sachs Personal Financial.
Greenwood Village, CO, United States
-Served as a complex resource assisting over 125 financial advisors across the state with financial planning to grow and maintain client relationships while promoting modern wealth management and other Morgan Stanley initiatives.-Autonomously conducted a comprehensive wealth planning process for clients of varying asset levels while collaborating with.
Baltimore, Maryland
-Maintained existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date.-Conducted outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings.
Hunt Valley MD
-Provided investment, savings, and liability management solutions to help maintain and enhance financial strategies through the utilization of wealth management tools.-Provided mass affluent clients with holistic financial advice and deepened client relationships by identifying broader product and service solutions that meet their investment, savings and.
Columbia, Maryland, United States
-Originated Mortgages in a high quality manner and worked with staff to assist in the loan processing and closing.-Coordinated with Mortgage Loan Processors, Underwriters, Closers, Secondary Marketing personnel, andPost Closers to ensure that each of the MLO’s loans is processed, approved and closed in a timely manner.-NMLS # 1427928.
Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →
Vanessa Mcelwrath
Colleague at Creative Planning
Austin, Texas, United States, United States
View →
BF
Byron Frey, Cfp®
Colleague at Creative Planning
North Cape May, New Jersey, United States, United States
View →
KM
Kirby Mack, Cfp®
Colleague at Creative Planning
South Orange, New Jersey, United States, United States
View →
JB
Julia Bailey
Colleague at Creative Planning
Lees Summit, Missouri, United States, United States
View →
DA
Daniel Applegate
Colleague at Creative Planning
Gilbert, Arizona, United States, United States
View →
SS
Stephanie Sattler
Colleague at Creative Planning
Houston, Texas, United States, United States
View →
AL
Andrea Longhi
Colleague at Creative Planning
Oak Brook, Illinois, United States, United States
View →
JK
Jeff K.
Colleague at Creative Planning
Kansas City Metropolitan Area, United States
View →
VG
Vanesa Guardado
Colleague at Creative Planning
Kansas City, Missouri, United States, United States
View →
WH
William Hertel
Colleague at Creative Planning
Kansas City, Kansas, United States, United States
View →
Activities and Societies: Alpha Tau Omega Fraternity, Study Abroad Program
Dynamic cohort program that incorporates traditional coursework with experiential out-of-classroom opportunities.
Quick answers generated from the profile data available on this page.
David Rivkin, Cfp® works for Creative Planning.
David Rivkin, Cfp® is listed as Private Wealth Manager at Creative Planning LLC at Creative Planning.
AeroLeads has found 1 work email signal at @gs.com for David Rivkin, Cfp® at Creative Planning.
AeroLeads has found 5 phone signal(s) with area code 443, 301 for David Rivkin, Cfp® at Creative Planning.
David Rivkin, Cfp® is based in Denver, Colorado, United States while working with Creative Planning.
David Rivkin, Cfp® has worked for Creative Planning, Goldman Sachs, Morgan Stanley, Morgan Stanley Private Wealth Management, and Merrill Edge.
David Rivkin, Cfp®'s colleagues at Creative Planning include Vanessa Mcelwrath, Byron Frey, Cfp®, Kirby Mack, Cfp®, Julia Bailey, and Daniel Applegate.
You can use AeroLeads to view verified contact signals for David Rivkin, Cfp® at Creative Planning, including work email, phone, and LinkedIn data when available.
David Rivkin, Cfp® holds Bachelor Of Science (Bs), Psychology, Economics from James Madison University.
David Rivkin, Cfp® is listed with skills including Microsoft Office, Powerpoint, Microsoft Excel, Microsoft Word, Public Speaking, Research, Training, and Spss.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts