Bachelor's of Science

Master's

Dave Wilder - Financial Advisor in Cincinnati, OH | WiserAdvisor.com

For over 35 years, our mission has been to place our clients' interests first, to provide comprehensive financial planning and 
investment management, and to be a premier provider of innovative and timely strategies that ensure every client meets 
their established lifetime objectives.

Total Wealth Planning LLC.

As Director of Financial Planning, Rob is responsible for every client's financial planning experience with Total Wealth Planning. His team's unique, comprehensive discovery process helps clients set specific financial and personal goals and 
objectives. A Principal, Rob's professional passion drives developing a customized, strategic Wealth Management Review for every client. His credentials cover: 

- 20+ years of financial planning, investment advice and tax reduction strategies to affluent clients located worldwide 
- Specializes in maximizing wealth for retirement and financial independence; expertise in corporate retirement plans and complex executive incentive compensation programs such as non-qualified employee stock options, incentive stock options, and restricted and performance based shares 
- Expert on employee benefits including those offered through Procter & Gamble, Chevron, General Electric, Johnson and Johnson, Fifth Third Bank and other Fortune 
500 companies 
- Certified Public Accountant (CPA), CFP&reg;, and Certified Exit Planning Advisor (CEPA) 
- Member of American Institute of Certified Public Accountants, Ohio Society of CPAs, Financial Planning Association (FPA) 
- Registered Financial Advisor with National Association of Personal Financial Advisors (NAPFA) 
- Accredited Investment Fiduciary AIF&reg; designation through the Center for Fiduciary Studies in association with the University of Pittsburgh Joseph M. Katz Graduate School of Business 
Rob is frequently invited to speak on financial planning and tax advisory topics. He enjoys spending time with his three children, coaching various sports and regularly 
volunteering at his children's school.

At Total Wealth Planning, we believe in delivering 
extraordinary, personalized service. We are both morally and legally bound to place clients' interests first. We listen to our clients goals and use our real-life experience and expert advice to deliver an extra-mile client experience.

Paladin Research Report For:

Dave Wilder

Total Wealth Planning LLC.

About Dave Wilder

General Information

Firm Start Year

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelor's of Science - Accounting

Master's - Taxation

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