David D. Wilder CFP®, CTFA, MST, AIF®, CEPA – Principal & Chief Investment Officer
As Chief Investment Officer, Dave 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, Dave is responsible for investment advice, with extensive client contact and client-relationship management. He has a Master’s in Tax Law (MST) from Villanova University and is a CFP®, a Certified Trust and Financial Advisor (CTFA), and a Certified Exit Planning Advisor (CEPA).
Paladin Registry is an independent, educational resource designed to help investors who rely on financial advisors and financial planners to help them accumulate and preserve assets for retirement. Since 2003 Paladin Registry has been providing retirement planning resources as well as information to assist finding a financial advisor or finding a financial planner. Paladin Registry has been featured in Kiplinger, Business Week, Forbes, The Washington Post, Yahoo Finance and has been seen in numerous other leading financial news and information websites.