David Wolfe, Cpa, Cva®

David Wolfe, Cpa, Cva® Email and Phone Number

Chief Financial Officer and Business Strategist at Acumen Wealth Advisors, LLC® @ Acumen Wealth Advisors, LLC®
chattanooga, tennessee, united states
David Wolfe, Cpa, Cva®'s Location
Chattanooga, Tennessee, United States, United States
David Wolfe, Cpa, Cva®'s Contact Details

David Wolfe, Cpa, Cva® work email

David Wolfe, Cpa, Cva® personal email

David Wolfe, Cpa, Cva® phone numbers

About David Wolfe, Cpa, Cva®

David Wolfe, Cpa, Cva® is a Chief Financial Officer and Business Strategist at Acumen Wealth Advisors, LLC® at Acumen Wealth Advisors, LLC®. He possess expertise in marketing, advertising, social media marketing, social media, customer service and 24 more skills.

David Wolfe, Cpa, Cva®'s Current Company Details
Acumen Wealth Advisors, LLC®

Acumen Wealth Advisors, Llc®

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Chief Financial Officer and Business Strategist at Acumen Wealth Advisors, LLC®
chattanooga, tennessee, united states
Website:
acumenwealth.com
Employees:
9
David Wolfe, Cpa, Cva® Work Experience Details
  • Acumen Wealth Advisors, Llc®
    Chief Financial Officer And Business Strategist
    Acumen Wealth Advisors, Llc® Jun 2021 - Present
    Chattanooga, Tennessee, United States
    Our mission is simple. Protect legacies, grow assets, and always put you first. We are inspired to make an impact in our client’s lives and in our community; and we want to help you Invest Intentionally®. Acumen Wealth Advisors is an independent Registered Investment Adviser (RIA) and is committed to the fiduciary standard in which we always act in our clients’ best interest. Acumen Wealth Advisors, LLC® is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Acumen Wealth Advisors, LLC® and its representatives are properly licensed or exempt from licensure. This site is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Acumen Wealth Advisors, LLC® unless a client service agreement is in place.Please be aware that while we monitor comments left on this page, we do not endorse or necessarily share the same opinions expressed by site users. Nor do we encourage third parties to post anything on our behalf. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
  • Henderson, Hutcherson & Mccullough, Pllc
    Certified Public Accountant
    Henderson, Hutcherson & Mccullough, Pllc Jan 2016 - Jun 2021
    Chattanooga, Tennessee
    HHM offers a wide array of accounting and financial services designed to help our clients, both businesses and individuals, reach their potential. The HHM dedication to service extends to the community, through our commitment to volunteerism, civic involvement and responsible work practices.
  • Tennessee Valley Authority
    Financial Operations And Performance
    Tennessee Valley Authority Jul 2015 - Dec 2015
    Chattanooga, Tennessee
    The Tennessee Valley Authority is a corporate agency of the United States that provides electricity for business customers and local power distributors serving 9 million people in parts of seven southeastern states. TVA receives no taxpayer funding, deriving virtually all of its revenues from sales of electricity. In addition to operating and investing its revenues in its electric system, TVA provides flood control, navigation and land management for the Tennessee River system and assists local power companies and state and local governments with economic development and job creation.
  • Comcast Spotlight
    Account Executive
    Comcast Spotlight Feb 2013 - Jul 2015
    Chattanooga, Tennessee Area
    We've created an advertising marketplace where both large and small businesses can leverage our multi-screen (TV and online) capabilities, the ability to precisely target advertising based on geographic and demographic data, the most insightful marketing intelligence and the most innovative promotional opportunities. This approach — and the infrastructure behind it — allows us to create customized and compelling solutions for each advertiser.
  • Remax Real Estate Group
    Realtor
    Remax Real Estate Group Jan 2011 - Feb 2013
    Chattanooga, Tennessee Area

David Wolfe, Cpa, Cva® Skills

Marketing Advertising Social Media Marketing Social Media Customer Service Management Microsoft Excel Sales Email Marketing Public Speaking Social Networking Small Business Accounting Event Planning Marketing Communications Budgets Time Management Financial Analysis Public Relations Finance Tax Accounting Auditing Statistical Data Analysis Business Analysis Market Analysis Financial Modeling Strategic Planning Forecasting Mergers And Acquisitions

David Wolfe, Cpa, Cva® Education Details

Frequently Asked Questions about David Wolfe, Cpa, Cva®

What company does David Wolfe, Cpa, Cva® work for?

David Wolfe, Cpa, Cva® works for Acumen Wealth Advisors, Llc®

What is David Wolfe, Cpa, Cva®'s role at the current company?

David Wolfe, Cpa, Cva®'s current role is Chief Financial Officer and Business Strategist at Acumen Wealth Advisors, LLC®.

What is David Wolfe, Cpa, Cva®'s email address?

David Wolfe, Cpa, Cva®'s email address is dw****@****pas.com

What is David Wolfe, Cpa, Cva®'s direct phone number?

David Wolfe, Cpa, Cva®'s direct phone number is +142375*****

What schools did David Wolfe, Cpa, Cva® attend?

David Wolfe, Cpa, Cva® attended The University Of Tennessee At Chattanooga.

What are some of David Wolfe, Cpa, Cva®'s interests?

David Wolfe, Cpa, Cva® has interest in Children, Rock Climbing, Snowboarding, Surfing, Mountain Biking, Fishing.

What skills is David Wolfe, Cpa, Cva® known for?

David Wolfe, Cpa, Cva® has skills like Marketing, Advertising, Social Media Marketing, Social Media, Customer Service, Management, Microsoft Excel, Sales, Email Marketing, Public Speaking, Social Networking, Small Business.

Who are David Wolfe, Cpa, Cva®'s colleagues?

David Wolfe, Cpa, Cva®'s colleagues are Ashley Taylor Nichols, Cfa®, Colby Kaluzniak, Anna Callahan, Grant Allen, Cfa®, Arie Veltenaar, Mba, Luke Johnson, Paul Johnson.

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