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Dave Polischeck

Wealth Manager

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

Dave brings to his clients more than 21 years of experience in the financial services industry. Prior to joining Creative Planning, he worked for a regional investment advisory firm as a Financial Advisor. Dave has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management.

Dave earned his Bachelor of Science degree in Business Administration from Towson University and his Master of Science in Finance from Loyola College. Dave holds the Accredited Asset Management Specialist℠ designation from the College for Financial Planning and is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

Dave and his wife Kristi have two children – Kate and Nik. Dave and Kristi are actively involved in their church and enjoy serving in their community. In his spare time, Dave enjoys golfing, fitness and spending time with his family.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021