David Wismer Email & Phone Number
President
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David Wismer Location
- Colorado Springs, CO, US
David Wismer Work
- 2003 -now President @ Wismer Wealth Management Group
- 1991 -2003 Financial Advisor @ American Express Financial Advisors
- 1988 -1991 Financial Analyst @ Blue Cross of California
David Wismer Education
- College of Financial Planning
CFP (Certified Financial Planner)
2000-2003 - San Diego State University
B.S. (Finance)
1983-1988
David Wismer Skills
- Alternative Investments
- Business Analysis
- Investment Strategies
- Health Insurance
- Securities
- Small Business
- Retirement
- Mutual Funds
- Asset Managment
- Series 7
- Process Improvement
- Marketing
- Retirement Planning
- Asset Allocation
- Life Insurance
- Strategy
- Microsoft Excel
- Leadership
- Budgets
- Portfolio Management
- Financial Services
- Insurance
- Investment Advisory
- Investments
- Risk Management
- Asset Management
- Strategic Planning
- Series 63
- 401k
- Sales
- Financial Analysis
- Wealth Management
- Financial Planning
- Estate Planning
- Business Development
- Financial Advisory
- Strategic Financial Planning
David Wismer Summary
- David Wismer, based in Colorado Springs, CO, US, is currently a President at Wismer Wealth Management Group. David Wismer brings experience from previous roles at American Express Financial Advisors and Blue Cross of California. David Wismer holds a 2000 - 2003 CFP in Certified Financial Planner @ College of Financial Planning. With a robust skill set that includes Alternative Investments, Business Analysis, Investment Strategies, Health Insurance, Securities and more. David Wismer has 2 mobile phone numbers on RocketReach.
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