David Treft is the President and Founder of ClearPoint Wealth Advisors. David has been working within the financial services industry as a wealth advisor 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.