David Harbeitner, CFP<sup>&reg;</sup> - Financial Advisor

David Harbeitner, CFP®

Vice President

360 Central Ave, Suite 800
St Petersburg, FL 33701
FINANCIAL ADVISOR'S WEBSITE
(800) 987-4767

General

David Harbeitner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in St Petersburg, FL and the surrounding communities.

Financial Advisor Overview

Pinnacle Wealth Planning Services, Inc. (“Pinnacle”) is a fee-only Wealth Management firm working exclusively with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Advisor, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.

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Financial Advisor Experience

I have been in the financial services industry since 1984 and a CFP(R) since 1988. My experience ranges from financial plan development to investment portfolio construction and retirement planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Married, Mutual Funds, Job Loss, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Men's Finances, Women's Finances

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Helpful Financial Planning Resources