David Stecher has over 25 years of experience driving efficiencies for nonqualified retirement plan sponsors and participants—focusing on plan design, cost-efficient funding of plan liabilities, communication, education and administration.
Dave received his bachelor’s degree in accounting from the University of Delaware, and his master’s degree in taxation from Widener University in Philadelphia. He is a Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER® (CFP) and holds Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. Dave also holds Series 6, 7, 63, 65 and 24 registrations.
Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.