Competence
Our commitment to professionalism and continuing education is shown through the multiple designations that we hold. Our knowledge and expertise in the areas of financial planning and tax planning are exhibited through our CERTIFIED FINANCIAL PLANNING™ and CERTIFIED PUBLIC ACCOUNTANT designations.
Character
Our faith is the backbone of our business. We take seriously the financial matters of our clients and seek to uphold the utmost integrity and trust with all our clients. We strive to model the wisdom found in 2 Corinthians 8:21.
Chemistry
We take pride in being good listeners who are slow to speak. In order to make your personal financial plan, we promise to listen to your wants, needs, and concerns, before we give you advice.
Culture
Our goal is to create a culture in our business that is others focused. We are committed to supporting various ministries in our community and abroad.
David Treft, CFP®, CPA
Wealth Advisor
(513) 914-3030
david.treft@cpwealthadvisors.com
David Treft is the President and Founder of ClearPoint Wealth Advisors. David has been working within the financial services industry for nearly 20 years prior to founding CPWA in 2020. In addition to his Certified Financial Planner™ (CFP®) designation, David also earned his Certified Public Accountant (CPA®) designation during his time with KPMG. David graduated from the University of Cincinnati earning a Bachelor of Science degree in Accounting. He works with both individual and business clients, addressing their long-term planning needs. He brings extensive experience and insight to CPWA clients as a result of his diverse financial services background.
Michael Treft, CFP®
Wealth Advisor
(513) 914-3032
michael.treft@cpwealthadvisors.com
Michael Treft joined CPWA in May of 2020 upon graduating from the University of Cincinnati. Prior to joining the team full-time, Michael served as an intern in Dave Treft’s office while completing his Bachelor’s degree in Finance and Insurance Risk Management with a concentration in Financial Planning. As a Wealth Advisor at CPWA, he works directly with clients to create and monitor their custom financial plan. In addition, he is also responsible for business development and overall client experience. Michael is CERTIFIED FINANCIAL PLANNER™ professional.