David Speer
Dave@cfgconnect.com

David is a founding partner and financial consultant with the Cornerstone Financial Group. He provides comprehensive financial planning as an Investment Adviser Representative of Commonwealth Financial Network utilizing sophisticated techniques and strategies in the areas of Investments, Estate Planning, Executive Benefits and Business Succession. Dave holds his FINRA 6 and 63 securities registrations, as well as his Life and Health Insurance licenses. He is also a certified instructor and nationally certified speaker for the American Education Foundation (AMEDF) a not-for-profit organization that promotes college success.

David began his career as an executive consultant and transitioned into the financial services industry more than 15 years ago with AIG. During his tenure there, he developed extensive knowledge in planning for clients who participate in 403(b) plans. Before forming Cornerstone, Dave partnered with Lincoln Financial Advisors, providing comprehensive financial solutions to his growing client base. He graduated from the University of Cincinnati with a degree in Finance and Marketing. David and his wife, Molly, live in a northern suburb of Cincinnati. In his spare time, Dave enjoys, golf, indoor and outdoor volleyball, sailing, travel, and coaching youth sports for his two children, Benjamin and Hallie.




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