David Boak
Financial Advisor, Wealth Management
Over the past 15+ years, David has partnered with clients to help them prepare for life’s expected and unexpected events alike. Making sure clients have a plan that reflects who they are and what they want to accomplish is a cornerstone of his professional approach.
“Failing to prepare is preparing to fail.”
Wiss Private Client Advisors, LLC doing business as Wiss Family Office is a Registered Investment Advisor with the US Securities Exchange Commission. The firm only transacts business in states where it is properly notice-filed or is excluded or exempted from registration requirements. Wiss Family Office is primarily owned by Wiss & Co, LLP, a certified public accounting firm.
Education
BS Business Administration
Bryant University
Professional Affiliations
Certified Financial Planner (CFP®)
Beyond Wiss
Outside of work, David loves spending time with friends and family. He has three young children, and enjoys coaching them and encouraging their athletic endeavors. David has completed the NYC Marathon and now is currently active at his local CrossFit gym.
