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David Treft, Cpa, Cfp® is listed as President at ClearPoint Wealth Advisors, based in Cincinnati, Ohio, United States. AeroLeads shows a matched LinkedIn profile for David Treft, Cpa, Cfp®.
David Treft, Cpa, Cfp® previously worked as Financial Advisor at Souders Financial Group and Financial Representative at Massmutual Financial Group. David Treft, Cpa, Cfp® holds Bs, Accounting from University Of Cincinnati College Of Business.
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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.
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David Treft, Cpa, Cfp® works for ClearPoint Wealth Advisors.
David Treft, Cpa, Cfp® is listed as President at ClearPoint Wealth Advisors.
David Treft, Cpa, Cfp® is based in Cincinnati, Ohio, United States while working with ClearPoint Wealth Advisors.
David Treft, Cpa, Cfp® has worked for Clearpoint Wealth Advisors, Souders Financial Group, Massmutual Financial Group, Northwestern Mutual, and Successories Unlimited Inc..
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David Treft, Cpa, Cfp® holds Bs, Accounting from University Of Cincinnati College Of Business.
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