David Rivkin, MBA, CFP®

David 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 nearly a decade of experience in the financial services industry, David offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, David served as a wealth manager for two different global investment management firms, where he was involved in portfolio construction, financial plan creation and execution, investment management and investment research.

David received his Bachelor of Science degree in psychology from James Madison University and his Master of Business Administration degree from Loyola University Maryland. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

David currently lives in Aurora, Colorado, with his golden retriever, Cal Rivkin Jr., after leaving Baltimore, Maryland, in 2019. He enjoys watching live music, skiing, attending sporting events and traveling (both domestically and abroad).