David Bolgar, AAMS^®

President, Financial Advisor

David joined our firm in February 2021 and currently serves as president and financial advisor. He has been in the financial service industry since 2014 and is focused on delivering comprehensive financial advice while maintaining the highest levels of client service. His favorite part of the role is developing long-term relationships with clients – it allows him to see a financial plan blossom into a successful retirement.

David earned a bachelor’s degree in business administration from Kent State University, and a master’s degree in labor relations and human resources from the Nance College of Business at Cleveland State University. He is an Accredited Asset Management Specialist^SM (AAMS^®) and holds FINRA Series 7, 63, and 66 licenses.

David lives in Columbia Station with his wife, Amanda, and son, Jackson. He enjoys spending time with his family and many outdoor activities.