Broker Check
David Waltz CFP ®, CRPC ®, MS

David Waltz CFP ®, CRPC ®, MS

Financial Advisor

Mr. Waltz graduated from Indiana University in 1980 with a bachelor's degree in Psychology. In 1982, he entered the Financial Services industry. In 1990, he earned his Certified Financial Planner designation and began to focus on comprehensive financial planning with an emphasis on retirement planning. In 1998, Mr. Waltz graduated from the College for Financial Planning in Denver, Colorado with a master's degree in financial planning with a concentration in estate planning. He went on to earn his Chartered Retirement Planning Counselor designation in 2012 from the College for Financial Planning. He is a member of the Evansville Estate and Financial Planning Council. Mr. Waltz is the Senior Advisor at Wealthtrends Advisors and his primary focus is counseling his clients in the management of their retirement assets and inter-generational asset transfer. His clients are approximately 50% business owners and 50% non-business owners.