David Bahnick's Location
Pennsylvania, United States
David Bahnick's Work
- Wealth Advisor @ Capital Planning Wealth Management
- Founding Partner and President @ Capital Planning Wealth Management
- Wealth Advisor and Co-Founder @ Capital Planning Wealth Management
- United States Military @ United States Air Force
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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