David D. Wilder, CFP<sup>&reg;</sup> - Financial Advisor

David D. Wilder, CFP®

MST, CTFA, AIF

Chief Investment Officer & Senior Advisor

Total Wealth Planning

4665 Cornell Rd, Suite 160
CINCINNATI, OH 45227
(513) 984-6696

General

David Wilder is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Total Wealth Planning in CINCINNATI, OH and the surrounding communities.

Financial Advisor Overview

David Wilder is a Cincinnati, OH Fee-Only Financial Planner serving clients on a world-wide basis. Total Wealth Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. David Wilder is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - CTFA, AIF

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Insurance, Job Loss, Retirement, Life Planning, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes

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Helpful Financial Planning Resources