David Desalvo
Financial Planning Associate at Clearstead
Based in Cleveland, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Cleveland
Industry
Financial Services
Company size
173
Contact information
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d•••••••@clearstead.com
Phone
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Background
About David Desalvo
As a Senior Paraplanner at Balanced Wealth Group, I assist lead advisors with delivering personalized financial advice to clients from many different backgrounds. In my role, I leverage numerous financial planning technologies. For example, I input client data into Wealthbox and Money, conduct billing and rebalance client accounts utilizing Black Diamond, and screen investments using Morningstar. Additionally, I lead the internship program and build relationships with local universities to help grow the next generation of advisors. As a recent CFP® candidate, I am eager to learn more about the financial planning industry and become a successful advisor. Outside of Balanced Wealth Group, I am an active volunteer at the Westlake Porter Public Library, helping manage the library's Book Nook and ensuring that patrons have a welcoming and friendly experience.
Decision-makers
Other people at Clearstead
- GADirector
Greg Althans
Vice Chairman, Head of Wealth Strategy · Finance & Accounting
- SVDirector
Sydney van Scoy
Senior Portfolio Manager · Finance & Accounting
- LRStaff
Luke Roggenburk
Client Planning Associate · General Business & Management
- MVDirector
Maria V. Salova
Director, Marketing & Brand · Advertising & Marketing
- AADirector
Andres Arsuaga
Managing Director · General Business & Management
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