Planning & Client Operations

As Manager of Financial Planning, David answers nuanced financial questions for our diverse client base. With over 8 years of specialized experience, he uses sophisticated software to create cash flow projections and retirement plans.

Born and raised in New York City, he previously worked as a Financial Advisor at Altfest Personal Wealth Management where he provided comprehensive financial advice, created the firm’s ESG investment portfolio, and laid the groundwork for FP Alpha’s tax assumptions.

David is fluent in Czech and likes weightlifting, trying new restaurants, and standup comedy. He’s the only person in the U.S. with his last name!