David A. Robertson, JD, CFP®, is a Partner at SEIA, where he provides financial planning guidance to affluent individuals and families. Focused on simplifying complex financial decisions, he helps clients define their goals and develop tailored strategies that integrate financial independence planning, investment management, estate planning, tax strategies, and asset protection.
Prior to joining SEIA, David advised high-net-worth clients at other wealth management firms, where he was responsible for providing family office services and managing both public and private investment strategies, including hedge funds and private equity funds.
David earned his Bachelor of Arts degree in Economics, with honors, from Colgate University in 1983. He went on to earn a Juris Doctor (JD*) from Case Western University School of Law in 1986, where he served as an editor of the law review. He obtained his CERTIFIED FINANCIAL PLANNER® certification in 1994, and he is a licensed insurance agent (OH Insurance License # 633046).
*Licensed attorney, not currently practicing. SEIA is not engaged in rendering legal, accounting, or tax services.