David Krietzberg, CFP®, MBA, CBEC®, a seasoned financial professional, helps private clients, business owners and non-profit organizations manage risk and preserve their wealth. David is a CERTIFIED FINANCIAL PLANNER™ professional, and a member of the exclusive Business Intelligence Institute at Lincoln Financial Advisors. In addition, David has earned the Certified Business Exit Consultant® Designation from Pinnacle Equity Solutions, Inc.
Prior to partnering with his brother Curtis to launch Krietzberg Wealth Management, David was a Vice President and Wealth Advisor with Morgan Stanley. In 2004, to complement his professional experience, David attended the Wharton School of Business, and achieved his Investment Consultant designation through a joint program between Wharton and the Investment Management Consultants Association. David’s career began in corporate banking, where he worked with business owners and executives for both credit and non-credit banking services.
When David is not helping his clients plan their financial futures, he enjoys time with his wife Lucy, and their children, Benjamin, Jonathan, Samantha, and Krystal.
What is a CERTIFIED FINANCIAL PLANNER™ Practitioner?
CERTIFIED FINANCIAL PLANNER™ certificants are professionals who have met rigorous professional standards, demonstrated a level of financial planning technical knowledge, have experience in the field and hold to a client-centered code of ethics. Read the full CFP Standards of Professional Conduct.
What is the CERTIFIED BUSINESS EXIT CONSULTANT® Designation?
The CBEC® Designation offered through Pinnacle Equity Solutions, Inc. is highly regarded exit planning designation. The coursework, the examination, as well as the submission of a suitable exit plan with an actual business owner, most-often make the entire process of achieving the CBEC® mark a multi-year endeavor.
*Business Intelligence Institute is a Lincoln Financial Advisors initiative focusing on business succession strategies.