Krim Associates
David Scher, CFP®, ChFC®, is a Senior Financial Advisor at Krim Associates, where work involves building custom financial plans, focusing on the four financial quadrants of life, analyzing previous financial advice, and assessing insurance coverage. Prior to this role, David served as Executive Vice President at AHV, Chief Operating Officer at Corona Capital Partners LLC, and Managing Director at Stifel Financial Corp. Additionally, positions held at Goldman Sachs and First Albany Corp. include Vice President roles. David holds an MBA in Finance and Accounting from The University of Chicago Booth School of Business and a Bachelor's Degree in Economics from the University of Rochester.
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Krim Associates
The professionals of Krim Associates specialize in identifying solutions for the planning challenges faced by hard working, successful business owners, professionals, executives, and retirees - all responsible, respected leaders in their professions, industries, and communities. As advisors, we have developed a thorough understanding of the unique problems and opportunities that confront this group of people. This, coupled with extensive knowledge of and experience with innovative planning strategies, translates into an ability to offer you the information and advice you need to help make educated decisions. Together we can help to achieve consistent and measurable results for you and all those affected by your financial decisions. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Krim Associates is not affiliated with Kestra IS or Kestra AS. "This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. " Investor Disclosures: https://www.kestrafinancial.com/disclosures