Wealth Advisor
Current
Eagle Wealth Strategies
Jul 2021 - Present
AeroLeads people directory · profile
David Koehler, Cfp® Email & Phone Number
Wealth Advisor at Eagle Wealth Strategies
at
South Jersey Young Professionals Association (SJYPA)
1 work email found
@eaglewealthstrategies.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor at Eagle Wealth Strategies
Location
Greater Philadelphia, United States, United States
Who is David Koehler, Cfp®? Overview
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Quick answer
David Koehler, Cfp® is listed as Wealth Advisor at Eagle Wealth Strategies at South Jersey Young Professionals Association (SJYPA), based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at eaglewealthstrategies.com and a matched LinkedIn profile for David Koehler, Cfp®.
David Koehler, Cfp® previously worked as Wealth Advisor at Eagle Wealth Strategies and Board Member at South Jersey Young Professionals Association (Sjypa). David Koehler, Cfp® holds B.S., Sport Management, Business from Towson University.
Company email context
Email format at South Jersey Young Professionals Association (SJYPA)
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*@eaglewealthstrategies.com
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AeroLeads found 1 current-domain work email signal for David Koehler, Cfp®. Compare company email patterns before reaching out.
Profile bio
About David Koehler, Cfp®
Eagle Wealth Strategies is a registered investment advisor. Eagle Wealth Strategies provides investment advisory and related services for clients nationally. Eagle Wealth Strategies will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at www.eaglewealthstrategies.com
Listed skills include Sales, Marketing, Customer Service, Event Planning, and 9 others.
Current workplace
David Koehler, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
South Jersey Young Professionals Association (Sjypa)
AeroLeads page
4 roles
David Koehler, Cfp® work experience
A career timeline built from the work history available for this profile.
Board Member
Current
Apr 2018 - Present
Branch Operations Manager
BRANCH OPERATIONS MANAGER (November 2018-July 2021)FINANCIAL ADVISOR (November 2015-October 2018)About Janney: With roots dating to 1832, Janney Montgomery Scott LLC is a full-service financial services firm, providing comprehensive financial advice and superior service to individual, corporate and institutional investors. At Janney, our mission is to be.
Nov 2015 - Jul 2021
Director Of Groups & Special Events
Camden Riversharks
- DIRECTOR OF GROUPS & SPECIAL EVENTS (November 2014 - October 2015)
- Assisted in the coordination and implementation of all group ticketing/event sales efforts, including analyzing and developing budgets/goals, pricing strategies, marketing collateral development, and financial reporting
- Managed and oversaw group sales employees and all non-game day eventsGROUP ACCOUNT MANAGER (January 2013 - October 2014)GROUP SALES ASSISTANT (March 2012 - December 2012)
Mar 2012 - Oct 2015
2 education records
David Koehler, Cfp® education
B.S., Sport Management, Business
Towson University
Education record
Sterling High School
FAQ
Frequently asked questions about David Koehler, Cfp®
Quick answers generated from the profile data available on this page.
What company does David Koehler, Cfp® work for?
David Koehler, Cfp® works for South Jersey Young Professionals Association (SJYPA).
What is David Koehler, Cfp®'s role at South Jersey Young Professionals Association (SJYPA)?
David Koehler, Cfp® is listed as Wealth Advisor at Eagle Wealth Strategies at South Jersey Young Professionals Association (SJYPA).
What is David Koehler, Cfp®'s email address?
AeroLeads has found 1 work email signal at @eaglewealthstrategies.com for David Koehler, Cfp® at South Jersey Young Professionals Association (SJYPA).
Where is David Koehler, Cfp® based?
David Koehler, Cfp® is based in Greater Philadelphia, United States, United States while working with South Jersey Young Professionals Association (SJYPA).
What companies has David Koehler, Cfp® worked for?
David Koehler, Cfp® has worked for Eagle Wealth Strategies, South Jersey Young Professionals Association (Sjypa), Janney Montgomery Scott Llc, and Camden Riversharks.
How can I contact David Koehler, Cfp®?
You can use AeroLeads to view verified contact signals for David Koehler, Cfp® at South Jersey Young Professionals Association (SJYPA), including work email, phone, and LinkedIn data when available.
What schools did David Koehler, Cfp® attend?
David Koehler, Cfp® holds B.S., Sport Management, Business from Towson University.
What skills is David Koehler, Cfp® known for?
David Koehler, Cfp® is listed with skills including Sales, Marketing, Customer Service, Event Planning, Event Management, Sports, Marketing Strategy, and Networking.
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