David Kranz Email & Phone Number

David Kranz is the founder and CEO of Reshape. David’s prior experience as a business owner and entrepreneur with technology and media start-ups provides a valuable perspective not often seen within the wealth management industry. Immediately prior to forming Reshape, David was Vice President and Senior Financial Advisor at Merrill Lynch, managing wealth for private clients at the largest financial institutions in New York City for ten yearsAfter selling two successful businesses, David was disappointed by the experts he hired to manage his personal wealth and frustrated by investments that continually underperformed. Driven by the goal of creating a better way to invest and make money off of his years of hard work, David earned an MBA in Corporate Finance and Strategy from NYU Stern, and earned his CERTIFIED FINANCIAL PLANNER ™ certification.“I believe people have the right to be wealthy and create their own futures. I created Reshape Wealth as a private company with the goal of providing access to “the best of the best” investment opportunities, individuals and technologies for my clients.” "Reshape is the answer to what my clients have been asking me for: to provide a 21st-century approach to financial planning and investing to safely manage portfolios and increase wealth for long-term success and cash-flow. Reshape leverages top minds throughout the world in money management, advisory and economics to deliver customized financial planning strategies and access to investment opportunities that have historically been available to the wealthiest of individuals." “Reshape is about making an actual difference in people’s lives and helping as many individuals and families as possible to achieve true happiness and wealth.”Specialities:Financial PlanningWealth ManagementInvestment ManagementBusiness DevelopmentCorporate Benefit PlanningNew Business DevelopmentInnovation StrategyStrategic ThinkingRetirement Planning

Listed skills include Strategic Financial Planning, New Business Development, Wealth Management, Retirement Planning, and 18 others.