Cfp® David Hefty

David Hefty, CFP® has extensive work experience in the financial industry. David served as the Chief Executive Officer of Credent Wealth Management, where they developed a multiple strategy platform focused on objectivity, strategy diversification, and ongoing education. David employed a non-emotional and quantitative process for asset selection, ensuring sensitivity to the total cost of investing. Additionally, David Hefty co-founded Hefty Wealth Partners, where they held the role of Chief Executive Officer. David provided vision and direction to the staff, delivering exceptional service and holistic planning services to clients. Throughout their career, they have demonstrated expertise in financial planning and investment management.

David Hefty attended Purdue University from 1995 to 1999. No specific degree or field of study was mentioned.