Dave Kovach, ChFC®, CLU®

Dave serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than three decades of experience in the financial services industry, Dave offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Dave served as a managing partner at an independent investment advisory firm, where he helped clients meet their objectives for the ultimate succession of their business, coordinate their estate and retirement planning, and manage their wealth between generations.

Dave received his Bachelor of Science degree in business administration from Ursinus College outside of Philadelphia. He is also a Chartered Life Underwriter® and a Chartered Financial Consultant®, as designated by The American College of Financial Services.

Dave serves as the President of KTA Funding Hope, a charitable foundation benefitting individuals who are disadvantaged through no fault of their own. Dave is also very involved at his alma mater, Ursinus College, and chairs the fundraiser for their Student Emergency Fund.

Dave enjoys traveling, sports, wine, cooking and spending time with his two sons, Austin and Logan.