David F. Wirth, CFP® is a Fee-Only Financial Planner at AAFMAA Wealth Management & Trust in Reston, VA and has over 20 years of experience in the finance industry.
David has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David resides in Reston with his family and is active in the community with the local Chamber of Commerce and Reston Association.
CRD# 2185673
Cornerstone Advisory
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Facet Wealth | Baltimore, MD | Nov 2017 - Current | 6 |
| Aafmaa Wealth Management & Trust | Reston, VA | Sep 2017 - Oct 2017 | < 1 |
| Savant Capital Management | Rockford, IL | Jan 2015 - Aug 2017 | 2 |
| Unemployed | Reston, VA | Nov 2014 - Dec 2014 | < 1 |
| Tiaa | Fairfax, VA | Jul 2010 - Nov 2014 | 4 |
| Tiaa-cref Individual & Institutional Services, LLC | Fairfax, VA | Jul 2010 - Nov 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2001 |
- TX
- VA
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Total Assets Under Management2,545MILLIONS
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Total Number of Accounts24,977ACCOUNTS
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Average Account Value$101,880
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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