David Stefl, CFP®, CRPC®

David Stefl, CFP®, CRPC®

Associate Financial Advisor

Dave joined SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC. in September 2018 as a Certified Financial Planner™ and Chartered Retirement Planning Counselor SMHe brings over 10 years of experience working for some of the largest broker-dealers in Minnesota, Colorado, and Wisconsin.

As an advisor with SDW, Dave focuses on financial planning from a behavioral finance standpoint, concentrating on the current needs of individuals and their families in order to guide them to achieve their goals. As part of a Fee-Only investment advisory firm, Dave emphasizes a long-term approach with risk tolerance and asset allocation when it comes to portfolio management.

When out of the office, you will probably find Dave exploring South Minneapolis on his mountain bike, vintage cufflink shopping, traveling the USA, or attending Road America with his autographed race car tire each summer. Ask him who he has obtained along the way during your next visit!