“Even in retirement you will pay taxes, but there’s no reason to pay more than you truly owe.”
David Jr.’s interest in financial service and helping people comes directly from the inspiration of his father as a witness to his work. As a kid, David Jr. spoke to client families directly and learned of the work his dad was doing for other people’s retirements.
As managing partner of Capital A Wealth Management, David Jr. works to help clients and their families plan for retirement, using our firm’s Alpha Plan process to help give them confidence in trying to accomplish their goals. His goal is to help people get to and through retirement each and every day.
David Jr. is a graduate of Indiana University of Pennsylvania, where he studied financial and legal studies. He is a member of the Council of Financial Educators and has authored his first book, “Capitalize on Retirement,” with fellow managing partner Brandon Domenick. David Jr. has also helped write articles for Kiplinger, one of the nation’s popular publishers of investing, business, tax and personal finance news.
David Jr. lives in Cranberry Township with his wife Jaclene, who serves as our director of marketing here at Capital A Wealth Management. Together they’re raising their first baby girl, Cecilia Rose, and they have a family dog, a Portuguese water dog named Kona. Away from the office, David Jr. likes to stay close to family and spend quality time together. He also enjoys working out and playing racquetball and has an interest and hobby in making homemade wine and limoncello.
The appearances in Kiplinger were obtained through a PR program. The columnist received assistance from a public relations firm in preparing this piece for submission to Kiplinger.com. Kiplinger was not compensated in any way.