David Seufer Email & Phone Number
VP of Planning @ Triad Partners
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David Seufer Location
- Denver, CO, US
David Seufer Work
- 2024 -now VP of Planning @
- 2023 -now Founder, Wealth Advisor @ Gravitas Wealth Planning
- 2019 -2022 VP of Financial Planning @
- 2013 -2019 Workplace Planning Consultant and Retirement Relationship Manager @
- 2011 -2013 Financial Advisor @
- 2009 -2011 Investment Advisor Representative @ CORE Financial and Transamerica Financial Advisors
David Seufer Education
- Colorado State University
Bachelor of Science (B.S.) (Business Administration)
2005-2009
David Seufer Summary
- David Seufer, based in Denver, CO, US, is currently a VP of Planning at Triad Partners. David Seufer brings experience from previous roles at Gravitas Wealth Planning, WealthSource Partners, LLC, Fidelity Investments and Bank of the West and Bancwest Investment Services. David Seufer holds a 2005 - 2009 Bachelor of Science (B.S.) in Business Administration @ Colorado State University. David Seufer has 1 emails and 1 mobile phone numbers on RocketReach.
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