Dave Abate, CFP®
Certified Financial Planner Practitioner, Senior Wealth Advisor
- (216) 800-9000
David Abate is a CERTIFIED FINANCIAL PLANNER™ professional and Senior Wealth Advisor with Strategic Wealth Partners. He specializes in developing comprehensive financial road maps designed to help clients achieve their wealth-building goals and objectives while offering peace of mind. His primary focus is guiding local individuals and families through all aspects of the retirement transition, including:
- Ensuring retirement readiness
- Optimizing Social Security Benefits
- Coordinating assets to replace paycheck and sustain lifestyle in retirement
Prior to joining Strategic Wealth Partners, David guided clients through all phases of the personal financial planning cycle at a leading Northeast Ohio wealth management firm. In this position, he focused on asset management and strategies that optimized the risk and return trade-off. Before that, David sharpened his technical skills as a financial software engineer with a Fortune 500 corporation based in Dayton, Ohio.
David holds a B.S. in Business Administration from Miami University and an MBA with a concentration in Finance from Georgia State University. Outside of the office, David is a long-suffering Cleveland sports fanatic who resides on the east side of the city with his wife Tina and son Luke.