David Harbeitner
Certified Financial Planner Practitioner at Pinnacle Advisors
Based in St Petersburg, United States
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Seniority
Staff
Department
Finance & Accounting
Location
St Petersburg
Industry
Financial Services
Company size
37
Contact information
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d•••••••@pinnacleadvisors.com
Phone
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Background
About David Harbeitner
Over 25 years in leadership positions with leading financial service firms. Currently providing financial planning and wealth management services on a fee only basis for Pinnacle Wealth Planning Services. Before joining Pinnacle, I had been providing consulting services to financial institutions providing record-keeping services. Previously, I had responsibility for T. Rowe Price Retirement Plan Services record-keeping operations. Prior responsibilities have included transfer agency, retail distribution and customer service roles with both T Rowe Price and Fidelity Investments. Currently licensed by FINRA with series 65 license, I previously held the Series 6, 7, 8 and 24 as well as a Florida Insurance license. I am a Certified Financial Planner and a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Past member and chair of ICI Transfer Agency Advisory Committee.
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