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

It’s been said that Chaos is merely Order waiting to be deciphered.  My goal is to leverage my more than 25 years of experience to help my clients decipher the seemingly chaotic and ever-changing financial world.  Between the always-morphing stock and bond markets, tax policy, and political landscape just 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 of the extraneous noise and to keep clients laser focused on what is truly important, which is the attainment of 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.  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 decided to merge with our long-time friends and colleagues at FPA Wealth Management to further enhance our combined reach and capabilities for the benefit of our clients, which brings us to where we are today.

Outside of work I enjoy spending time with close friends and family.  I have a passion for most things outdoors including mountain biking, hiking, boating, kayaking, and fishing to name a few.  I’m happiest when I’m 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