David Witter, Cfp® Email and Phone Number
David Witter, Cfp® work email
- Valid
- Valid
- Valid
David Witter, Cfp® personal email
David Witter, Cfp® phone numbers
CERTIFIED FINANCIAL PLANNER, CERTIFIED SUCCESSION PLANNERDavid Witter is CEO and founder of Financial Harvest Wealth Advisors (FHWA.) David’s desire to help families with money was ignited during his college years, when he experienced the impact of having his parents divorce. While helping his mom cope with not only her dissolving marriage, but also her financial concerns, David discovered his career passion. Today David helps family stewards be successful with money and life by addressing their top concerns and anticipating future challenges and opportunities.For more than 15 years, David has been helping successful business professionals preserve their wealth, independence and autonomy in rapidly changing environments so that they can focus on what is most important to them. David's strategic planning enables clients to:• Reduce taxes• Effectively and efficiently pass wealth to loved ones• Protect wealth from being unjustly taken• Fulfill their charitable intent with maximum impactDavid’s more than 200+ clients have entrusted him with over $370 million in assets, in part due to the firm’s client retention ratio of 97% versus the industry average of 77%. He provides independent, objective guidance to his clients acting as a fiduciary, which is the highest of legal standards for care and trust.Successful business professionals work with David to:• Amplify and preserve their wealth to maintain their lifestyle and freedoms• Make wise decisions in today’s uncertain political, economic and social environment• Obtain an independent second opinion from a fiduciary wealth manager granting an opportunity for peace of mind.In 2014, David authored Uncommon Success – How Family Stewards Produce Intentional Wealth stemming from his interviews with 45 successful professionals – all with net worth above $1 million, and 24% having more than $20mil - who also hold family values in high regard
Financial Harvest Wealth Advisors
View-
Founder & CeoFinancial Harvest Wealth Advisors Apr 2002 - PresentWinter Park, Florida, UsFounder and CEO of a Wealth Management firm that delivers highly personalized, fee-based advice to help clients preserve and enhance their wealth across generations to live a life well lived. -
Network EngineerSprint 2001 - 2002Overland Park, Kansas, Us
David Witter, Cfp® Skills
David Witter, Cfp® Education Details
-
University Of FloridaComputer Engineering -
University Of VirginiaElectrical Engineering -
The Aji NetworkBusiness -
James Monroe High School -
University Of VirginiaElectrical And Electronics Engineering
Frequently Asked Questions about David Witter, Cfp®
What company does David Witter, Cfp® work for?
David Witter, Cfp® works for Financial Harvest Wealth Advisors
What is David Witter, Cfp®'s role at the current company?
David Witter, Cfp®'s current role is Wealth Strategist, Founder & CEO I Author & Speaker | Increasing autonomies, allowing professionals to focus on family..
What is David Witter, Cfp®'s email address?
David Witter, Cfp®'s email address is da****@****mer.com
What is David Witter, Cfp®'s direct phone number?
David Witter, Cfp®'s direct phone number is +140793*****
What schools did David Witter, Cfp® attend?
David Witter, Cfp® attended University Of Florida, University Of Virginia, The Aji Network, James Monroe High School, University Of Virginia.
What are some of David Witter, Cfp®'s interests?
David Witter, Cfp® has interest in At Rollins College, Their Son And Daughter, Katie.
What skills is David Witter, Cfp® known for?
David Witter, Cfp® has skills like Certified Financial Planner, Certified Succession Planner, Qualified Plans 3 Fiduciary, Retirement Planning, Wealth Management, Asset Protection, Charitable Gift Planning, Wealth Preservation Planning, Wealth Accumulation Strategies, Succession Planning, Business Strategy.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial