David Burchfield, CPWA®, CIMA®, is the Senior Vice President and Financial Advisor at Robert W. Baird & Co., where they provide ethical wealth management tailored to clients' unique needs. With over 21 years of experience, David previously served as a Senior Financial Consultant at Charles Schwab from 2005 to 2019. They specialize in investments, retirement income planning, and legacy wealth planning. David is currently pursuing an M.S. in Finance at the University of Colorado Denver.
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