David Krietzberg, a seasoned financial professional, has spent more than 35 years helping private clients, business owners and non-profit organizations manage risk and preserve their wealth. In addition, David, is a member of the exclusive Business Intelligence Institute at Lincoln Financial Advisors. Business Intelligence Institute is a Lincoln Financial Advisors initiative focusing on business succession strategies.
As a testament to his experience and his commitment to competent and ethical behavior, David participated in the demanding CFP® certification process and has become a CERTIFIED FINANCIAL PLANNER™ professional. This prestigious certification separates David from other financial planners in many ways. Only those individuals who have accomplished the challenging certification and renewal requirements, including education, examination, experience and the ethical requirements of the CFP board, can refer to themselves as CFP® practitioners.
In addition, David,has earned the Certified Business Exit Consultant® Designation from Pinnacle Equity Solutions, Inc. The Certified Business Exit Consultant® Designation is a significant achievement and further establishes Krietzberg as an exit planner in the marketplace today. He is also a member of the exclusive Business Intelligence Institute at Lincoln Financial Advisors. Lincoln, a “Fortune 500” Company, has hand-picked its top 100 Advisors out of 4,000 nationwide to train and support them with resources to help their corporate clients and solve complex problems.
Prior to partnering with his brother Curtis to launch Krietzberg Wealth Management, David was a Vice President and Wealth Advisor with Morgan Stanley, where he practiced since 1998. At Morgan Stanley, David constructed and analyzed clients’ investment portfolios, and managed assets for high net worth clients. In 2004, to complement his professional experience, David attended the Wharton School of Business, and achieved his Investment Consultant designation through a joint program between Wharton and the Investment Management Consultants Association.
David's entry into the field of finance began with a strong foundation in corporate banking. Beginning with Manufacturers Hanover, where he was credit trained in corporate lending services, he then pursued opportunities with other institutions, including Standard Chartered Bank, Citibank and PNC Bank. As a Vice President of Corporate Banking, he received more responsibility and higher levels of training allowing him to develop new business for middle market corporate clients for both credit and non-credit banking services. In 1994, David earned his certification in banking from the prestigious American Banking Association’s Stonier Graduate School of Banking, the preeminent executive management school for the banking industry. David's education, an M.B.A. in Finance from Pace University Lubin School of Business, and a B.S. in Finance from Seton Hall University, combine with his professional experience to position David to help his clients make well-informed objective financial decisions.
When David is not helping his clients plan their financial futures, he enjoys time with his wife Lucy, and their children, Benjamin, Jonathan, Samantha, and Krystal.