David DeVita, CFA, CFP®, CIPM®, CEPA

Vice President, Advisor

Philadelphia-Media, Pennsylvania

Contact David

David DeVita is deeply passionate about helping people through highly personalized financial advice, driven by a foundation of integrity, trust, and execution. With a strong desire to make a meaningful difference in people’s lives, he takes pride in guiding clients through every stage of their financial journey.
With over 20 years of experience in the wealth management industry, David has advised individuals, families, business owners, and nonprofit institutions across a broad range of needs—from multi-asset portfolio construction to tax-efficient distribution planning. He has held influential advisory roles at respected firms, including Vanguard, Wells Fargo Private Bank and Mercer Advisors.
David earned a B.S. in Business Administration and Finance from Susquehanna University in 2005. He holds several credentials, including Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certificate in Investment Performance Measurement™ (CIPM®) and Certified Exit Planning Advisor (CEPA).
David comes from a family of doctors and nurses, which has inspired his lifelong commitment to helping others. He enjoys spending time with his wife and two sons, engaging in a variety of activities such as sports, music, art, exercise, cultural events, and making lasting memories with friends and family.