Connect with Dave:

David Abate deeply values the trust clients place in him. As a CERTIFIED FINANCIAL PLANNER® professional, David designs comprehensive financial roadmaps to help clients reach their retirement and wealth-building goals. With his deep experience and knack for breaking complex concepts down into easy-to-understand terms, David educates clients on each step of the process and empowers them to make informed decisions.

More importantly, David’s skills and compassionate, approachable demeanor offer clients the one thing they crave most when planning for their financial future: peace of mind.

Prior to joining Strategic Wealth Partners, David advised clients through all phases of the personal finance planning cycle—with a focus on asset management and optimized risk-and-return trade-off strategies—at a leading Northeast Ohio wealth management firm. David developed his considerable technical skills at NCR Corporation where he worked as a financial software engineer for global solutions.

David earned a BS in business administration from Miami University and an MBA with a concentration in finance from Georgia State University. When he’s not at the office, David can be found coaching his son’s travel soccer team and getting his heart broken by the local Cleveland sports teams.

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Download Retirement Planning Blueprint:

Retirement Planning Blueprint, Tony ZabiegalaAccording to a recently published Retirement Confidence Survey, two-thirds of workers reported feeling confident in their ability to live comfortably in retirement; however, only 42% have actually tried to calculate how much money they will need. Evidently, ignorance is bliss. To help combat this, individuals must educate themselves and avoid critical mistakes that can further hinder their probability of a successful financial retirement. In this White Paper, you will learn about eight critical retirement planning mistakes, and most importantly, how to avoid them.

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