Dave Marlin
CRPC®
APMA®
Lead Technical Analyst, Wealth Advisor
What does Balance mean to me? “Balance means ensuring that I'm physically, mentally, and emotionally fit so that I can best meet the needs of my family, clients and other relationships.”
Some of Dave’s favorite (and least favorite) things:
- Favorite food: Pizza
- Least favorite food: Liver and Onions
- Favorite holiday: Christmas
- Least favorite holiday: Halloween
- Favorite movie: Top Gun
Dave serves as the Lead Technical Analyst and a Wealth Advisor specializing in portfolio construction and asset allocation. As a Chartered Retirement Planning Counselor, he is committed to helping individuals navigate the retirement planning process.
Prior to joining the firm, Dave served 28 years as a pilot in the United States Air Force. He earned a BS in Civil Engineering and an MS in Aviation Management. Dave still trains C-17 pilots at Wright-Patterson AFB.
Dave’s life is focused on God, family, and you. He strives to keep these three areas balanced so that everyone wins. He enjoys facilitating small group Bible studies, working on projects with his sons (Justin and Jared), and vacationing on the beach with his wife Lori. An occasional trip to Pittsburgh for a game or Disney World is fun too.
Dave understands the anticipation and anxiety that comes as you approach retirement. We all have the same questions: “Have I saved enough or will I run out of money?” “Will Social Security and Medicare still be there when I need it?” Let Dave help you prepare for and enjoy your retirement years.