![Dave Flegal](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profil
Mr. David A.
Flegal is a Lead Wealth Advisor at Fidato Wealth LLC.
His primary role at Fidato is leading client relationships and helping to enhance the tax planning services offered to Fidato clients.
He graduated from Baldwin Wallace University with an MBA and B.A.
in Finance & Accounting.
Postes actifs de Dave Flegal
Sociétés | Poste | Début |
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Fidato Wealth LLC
![]() Fidato Wealth LLC Investment ManagersFinance Fidato Wealth LLC is an independent registered investment advisor and wealth management firm headquartered in Middleburg Heights, Ohio. The firm was founded by Anthony (Tony) D?Amico in 2011. Fidato Wealth provides comprehensive financial planning and wealth management for successful families, individuals, and business owners. | Gestionnaire de Portefeuille-Actions | 01/06/2023 |
Expériences
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Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
Entreprise privées | 1 |
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Fidato Wealth LLC
![]() Fidato Wealth LLC Investment ManagersFinance Fidato Wealth LLC is an independent registered investment advisor and wealth management firm headquartered in Middleburg Heights, Ohio. The firm was founded by Anthony (Tony) D?Amico in 2011. Fidato Wealth provides comprehensive financial planning and wealth management for successful families, individuals, and business owners. | Finance |