David A. Plante, CFP®

Email: dplante@fortpittcapital.com

FOCUS

David focuses on helping clients build a solid financial foundation. With retirement, wealth preservation, and estate planning knowledge, David provides his clients with comprehensive financial solutions. He assists clients in achieving their long-term goals through personalized planning and strategic guidance.

CAREER HIGHLIGHTS

With over two decades of combined experience in banking and financial services, David brings a unique perspective to wealth management. Drawn to Fort Pitt Capital’s commitment to client-centric solutions, he joined the firm to leverage his capability and contribute to clients’ financial success.

EDUCATION

BS in Business from Salem State University, with a concentration in Finance

COMMUNITY INVOLVEMENT

David is actively involved in the Boiling Springs High School Cross Country Boosters and is dedicated to supporting fellow veterans as a veteran of the Army National Guard.

PERSONAL

David relocated to Boiling Springs, PA, in 2014 from New England with his wife and 2 boys.  He has completed 3 Tough Mudder events and enjoys cooking with his smoker, golfing, and spending time outdoors.

Talk With an Advisor

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The achievement of any professional designation should not be construed as a guarantee that a client will experience a certain level of results or satisfaction if Fort Pitt is engaged, or continues to be engaged, to provide investment advisory services.