Dave Wilder

Dave Wilder

Chief Executive Officer at Total Wealth Planning LLC

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Finance

Profile

Mr. David D.
Wilder is a Principal & Chief Investment Officer at Total Wealth Planning LLC.
He chairs Total Wealth Planning’s Investment Policy Committee and leads and manages the investment management team.
He is primarily responsible for investment research, preparing and communicating Total Wealth Planning’s economic and investment outlook.
As Principal, he is responsible for investment advice, with extensive client contact and client-relationship management.
Mr. Wilder has over 25 years professional investment management and financial planning experience.
Mr. Wilder previously worked as a Senior Investment Advisor within the managed account service from The Vanguard Group.
He holds Bachelor of Science in Accounting and Master’s in Tax Law (MST) from Villanova University.
Mr. Wilder is a CFP, a Certified Trust and Financial Advisor (CTFA), and a Certified Exit Planning Advisor (CEPA).

Dave Wilder active positions

CompaniesPositionStart
Chief Executive Officer 31/12/2014
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Training of Dave Wilder

Villanova University Undergraduate Degree

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100 +

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2

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Private companies1

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