David Speer, AWMA®

David Speer, AWMA®

Dave@cfgconnect.com

Meet Dave, the seasoned financial mind and founding partner of Cornerstone Financial Group. With over two decades of experience, Dave has been diligently guiding clients towards financial independence.

Dave pursued bachelor’s degrees in finance and accounting from the University of Cincinnati, laying the foundation for his stellar career in the financial services industry.

Dave's dedication as a financial consultant is unwavering. Armed with the Accredited Wealth Management Advisor℠ designation from the College of Financial Planning, he specializes in crafting tailored strategies for wealth accumulation, preservation, and more. Dave's vast knowledge extends across various sectors, with clients ranging from physicians to business owners and other professionals. His journey is marked by a commitment to excellence and a deep understanding of client needs.

Dave loves cheering on the Bengals and Reds outside the office, embarking on sailing vacations in the BVI with his wife and two grown children, and unwinding with a famous BVI Painkiller drink…or two. Dave's hobbies include being an avid pilot and a love for the great outdoors.

With a busy family life and a passion for his work, Dave embodies the perfect balance of professionalism and personal charm.

Recognized as a Five Star Wealth Manager by Cincinnati Magazine for 9 consecutive years, from 2015 through 2023, Dave's track record speaks for itself. His approach is grounded in diligence and a genuine desire to see his clients succeed.

2015-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in September 2023 based on data gathered within 12 months preceding the issue date. 1,649 advisors were considered, 240 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com

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