David DeVita, CFA, CFP®, CIPM®, CEPA

Vice President, Advisor

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David helps clients make confident decisions through highly personalized financial guidance. He supports individuals, families, business owners, and nonprofit institutions with coordinated planning. Integrity, trust, and follow-through shape every client relationship.
With 20+ years of experience, David has advised clients across complex planning needs, including distribution strategies and multi-asset portfolios. He earned a B.S. in Business Administration and Finance from Susquehanna University. He holds the CFA, CFP®, CIPM®, and CEPA credentials. His background reflects deep technical training and a client-first mindset.
David’s approach is thoughtful, comprehensive, and execution-focused. He clarifies trade-offs and builds practical strategies clients can implement. He believes steady communication and accountability create better long-term outcomes.
David enjoys time with his wife and two sons. He stays active and appreciates sports, music, art, and cultural events. He values making lasting memories with family and friends.