David Bahnick's Location

Pennsylvania, United States

David Bahnick's Work

David Bahnick's Education

  • The American College of Financial Services

    RICP (Retirement Income Certified Professional) conferred by The American College. (Retirement Income Security)

  • The American College of Financial Services

    ChFC (Chartered Financial Consultant) (Advanced Financial Planning)

  • The American College of Financial Services

    CLU (Chartered Life Underwriter) (Life Insurance and Risk Management)

  • Lehigh University

    B.A. (Architecture)

David Bahnick's Skills

  • Wealth Management
  • Estate Planning
  • Strategic Financial Planning
  • Wealth
  • Finance
  • FINRA
  • 401k
  • IRAs
  • Mutual Funds
  • Alternative Investments

David Bahnick's Summary

David Bahnick, based in Pennsylvania, United States, is currently a Wealth Advisor at Capital Planning Wealth Management, bringing experience from previous roles at Capital Planning Wealth Management and United States Air Force. David Bahnick holds a RICP (Retirement Income Certified Professional) conferred by The American College. in Retirement Income Security @ The American College of Financial Services. With a robust skill set that includes Wealth Management, Estate Planning, Strategic Financial Planning, Wealth, Finance and more, David Bahnick contributes valuable insights to the industry. David Bahnick has 2 emails on RocketReach.
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