David Bretthauer
Client Relationship Consultant at Kravitz, Inc
Based in West Linn, United States
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Seniority
Staff
Department
Customer/Client Service
Location
West Linn
Industry
Financial Services
Company size
36
Contact information
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d•••••••@cashbalancedesign.com
Phone
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Background
About David Bretthauer
David Bretthauer is an accomplished pension professional with 19 years of experience in the retirement plan industry. Having served as a technical compliance specialist and with 15 years of experience as a qualified retirement plan consultant, David has a unique skill set that combines a deep understanding of retirement plan mechanics with an understanding of how to employ them to meet plan sponsor needs. David’s seasoned consulting approach focuses on proactive service and effective communication. This approach, along with his expertise, has made David instrumental in implementing and maintaining sophisticated plan designs to achieve and exceed plan sponsor goals. David earned a B.A. in History from the University of California, Los Angeles and is a member of the American Society of Pension Professionals and Actuaries (ASPPA) with Certified Pension Consultant (CPC), Qualified Plan Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations.
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