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David A. Sentnor, CFP®

David A. Sentnor, CFP®

Wealth Management Advisor

David’s Executive Assistant is Kelly Tungett (314) 336-0833.

Personal Statement: I specialize in investment management and retirement planning as part of a client's comprehensive financial planning. I work with my clients to understand their particular needs and design a financial plan to help them achieve their goals. These plans will often include: investment management, life insurance, and long term care insurance. I meet with my clients as often as needed to review their unique situation and create a path forward to achieve their goals. All of my existing clients have come as a result of a referral from another client.

Primary Practice Areas: Financial Planning, Investments & Insurance

Employment History: CPA at Coopers & Lybrand in Boston 1992-1996, Premier Financial Partners 1998-2002, Independent Financial Advisor 2002 - present

Education and Academic Honors: BS in Accounting from Northeastern University (1992); MBA from Washington University – St. Louis (1998)

Credentials: Certified Financial Planner™(CFP®), Certified Public Accountant (CPA inactive), Series 7, 24, 63, Life & Health Insurance Licenses

Affiliations: Board member – Central Reform Congregation 

Hobbies & Interests: Triathlon’s, Golf (favorite course Pebble Beach), Cardinals baseball (favorite current player is Nolan Arenado), Blues hockey (favorite moment was the Stanley Cup Parade)