Connect with Dave:

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.

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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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