David J. Berkeihiser, CFP®, ChFC®, AEP®, CFS®

It’s been said that Chaos is merely Order waiting to be deciphered. I aim to leverage my more than 30 years of experience navigating volatile financial markets and turbulent policy environments to help my clients decipher the seemingly chaotic and ever-changing economic world. Between the always-morphing stock and bond markets, tax policy, and political landscape, to name a few, it’s easy to get overwhelmed by the noise and lose track of the big picture and one’s long-term objectives. My goal is to be a trusted advisor who can cut through all the extraneous noise and keep clients laser-focused on what is truly important: attaining their long-term goals. 

My career began after receiving my Bachelor’s degree in Finance in 1995. My first post was with American Express Financial Advisors in West Chester, PA. After a few years, I left American Express to become independent by affiliating with LPL Financial. While at LPL Financial, I was a founding member and Partner of The Comprehensive Wealth Management Group (CWMG). In 2021, our team at CWMG merged with our long-time friends and colleagues at FPA Wealth Management to enhance our combined reach and capabilities for our clients' benefit, bringing us to where we are today.

Outside of work, I enjoy spending time with close friends and family. I am passionate about most things outdoors, including mountain biking, skiing, hiking, boating, kayaking, and fishing. I’m happiest with my wife and two children traveling and sightseeing.

Education/Designations-

✔ Bachelor’s Degree in Finance
✔ Certified Financial Planner Professional (CFP®)
✔ Chartered Financial Consultant (ChFC®)
✔ Accredited Estate Planner (AEP®)
✔ Certified Fund Specialist (CFS®)
✔ Series 63 - Uniform Securities Agent State Law Examination*
✔ Series 7 - General Securities Representative Examination*
✔ Series 24 - General Securities Principal Examination*

 *Held with LPL Financial