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David Barth, AIF

David Barth, AIF

CFO & Director of Advanced Planning

Dave brings over 20 years of investment experience to his role as the CFO & Director of  Asset Planning at Lakeside Financial Partners, and serves on Lakeside’s Investment Committee. He capitalizes on his expertise in plan types, options, and their specific applications to develop retirement planning strategies for individuals, corporations, and not-for-profit organizations. He focuses on bringing his clients strategic and customized savings and tax plans to ensure their long-term financial stability. Dave’s background in investments gives him a unique ability to provide his clients with a comprehensive set of tools to continue to increase their overall portfolio value and savings through risk mitigation.

Dave and his wife Erin live in Brunswick with their two kids, Shannon and Cooper. Dave and Erin are very involved in their kids’ extracurricular activities, and playing golf. Being involved with nonprofit organizations is a large part of both his professional and personal life, and Dave serves his community by sitting on the board of directors at the Down Syndrome Association of Northeast Ohio. 

Office Location:

40 Eagle Valley Court,

Broadview Heights, OH 44147

Certifications

Accredited Investment Fiduciary (AIF®)

Certified Plan Fiduciary Advisor (CPFA)

Series 7, 63, 65

Life and Health Insurance

Investment Advisory Representative

Education

Baldwin Wallace University
Bachelor of Arts in Finance