Chicago North Shore, Illinois Office

5202 Old Orchard Road
Suite #160
Skokie, IL 60077

Phone: (847) 832-0030

Fax: (847) 832-0033

David Rappaport

David Rappaport, CFP®

Regional Director, Partner

  • David Rappaport enjoys serving as a "Family CFO" for entrepreneurs and corporate executives, helping them bring organization, clarity, with the intention of providing a peace of mind to their financial lives. His disciplined approach to financial planning enables clients to focus on what matters most—both professionally and personally—knowing they have a thoughtful strategy in place.

  • Prior to joining EP Wealth Advisors, David co-founded Rappaport Reiches Capital Management in 2005. His earlier career includes roles as a principal and financial advisor at Sanford Bernstein & Co. and as a finance professional at Goldman Sachs. He began his professional journey in the audit division at Arthur Andersen LLP. David is a CERTIFIED FINANCIAL PLANNER™ and a Certified Public Accountant, recognized with the prestigious Elijah Watt Sells Award for Outstanding Performance.

  • David holds an MBA from the Kellogg Graduate School of Management at Northwestern University and a Bachelor of Science in Accounting from the University of Illinois Urbana-Champaign.

  • David and his wife Karen, a real estate agent and podcast host of “Loving Lake Geneva,” enjoy spending time at their home in Lake Geneva, Wisconsin. David actively supports community organizations including Aspiritech, a nonprofit tech services company providing employment for adults on the autism spectrum, and the American Technion Society. In his free time, David plays guitar with his “dad band”, The Lost Boys.

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