Get to know Dave Weiss, CFP Candidate


Dave Weiss, CFP Candidate

Associate Advisor

David joined our team as a paraplanner in 2020 after spending the previous 16 years as a member of the military and intelligence community. He holds a bachelor’s degree in international relations from Kent State University and a certificate in financial planning from Boston University.

David and his family live in South Riding, where he spends his free time being bossed around by his 2-year-old daughter.