David Klepeisz, CFP®, EA

David Klepeisz, CFP®, EA

Wealth Advisor

David was born and raised in historic Yorktown Virginia. He graduated from Virginia Tech where he studied financial planning through a CFP® board-registered program. David has also earned the professional certification of CERTIFIED FINANCIAL PLANNER® practitioner from the Certified Financial Planner Board of Standards. In addition, he has earned the professional certification of Enrolled Agent (EA) A holders are licensed by the U.S. Treasury and are the only federally licensed...


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