David Treft, Cpa, Cfp®

David Treft, Cpa, Cfp® Email and Phone Number

President and Owner at ClearPoint Wealth Advisors @ ClearPoint Wealth Advisors
David Treft, Cpa, Cfp®'s Location
Cincinnati, Ohio, United States, United States
About David Treft, Cpa, Cfp®

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David Treft, Cpa, Cfp®'s Current Company Details
ClearPoint Wealth Advisors

Clearpoint Wealth Advisors

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President and Owner at ClearPoint Wealth Advisors
David Treft, Cpa, Cfp® Work Experience Details
  • Clearpoint Wealth Advisors
    President
    Clearpoint Wealth Advisors Nov 2020 - Present
    Mason, Ohio, United States
    David Treft is the President and Founder of ClearPoint Wealth Advisors. David has been working within the financial services industry as a wealth advisor for nearly 20 years prior to founding CPWA in 2020. In addition to his Certified Financial Planner™ (CFP®) designation, David also earned his Certified Public Accountant (CPA®) designation during his time with KPMG. David graduated from the University of Cincinnati earning a Bachelor of Science degree in Accounting. He works with both individual and business clients, addressing their long-term planning needs. He brings extensive experience and insight to CPWA clients as a result of his diverse financial services background.Advisory products and services offered through Souders Financial Advisors, LLC, a Registered Investment Advisor doing business as ClearPoint Wealth Advisors.
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  • Souders Financial Group
    Financial Advisor
    Souders Financial Group Jan 2011 - Nov 2020
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  • Massmutual Financial Group
    Financial Representative
    Massmutual Financial Group Nov 2008 - Dec 2010
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  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Mar 2002 - Nov 2008
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  • Successories Unlimited Inc.
    Owner/Operator
    Successories Unlimited Inc. Jun 1992 - Nov 2004
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  • Kpmg Peat Marwick
    Senior Accountant
    Kpmg Peat Marwick Jun 1989 - Jun 1992
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David Treft, Cpa, Cfp® Education Details

Frequently Asked Questions about David Treft, Cpa, Cfp®

What company does David Treft, Cpa, Cfp® work for?

David Treft, Cpa, Cfp® works for Clearpoint Wealth Advisors

What is David Treft, Cpa, Cfp®'s role at the current company?

David Treft, Cpa, Cfp®'s current role is President and Owner at ClearPoint Wealth Advisors.

What schools did David Treft, Cpa, Cfp® attend?

David Treft, Cpa, Cfp® attended University Of Cincinnati College Of Business.

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