David A. Robertson is a Financial Advisor with SEIA. In this role, Mr. Robertson provides financial planning advice to affluent individuals and families. Mr. Robertson focuses on providing clients with advice in order to help them clarify their goals and objectives and aims to simplify their financial lives. This often includes designing a plan that encompasses financial independence planning, investment strategies, estate planning, tax strategies, and asset protection in an integrated way.
Prior to joining SEIA, Mr. Robertson served high-net-worth clients at other wealth management firms, where he was responsible for providing family office services and managing both public and private investment strategies, including hedge funds and private equity funds.
Mr. Robertson received his undergraduate degree in economics, with honors, from Colgate University in Hamilton, NY (BA, 1983) and law degree from Case Western Reserve University (CWRU) School of Law in Cleveland, OH (JD*, 1986), where he served as an editor of the law review. He earned a Certified Financial Planner™ (CFP®) certification in 1994.
Active outside of SEIA, Mr. Robertson is a member of the American Bar Association and the Financial Planning Association. He and his wife, Jean, are residents of Waite Hill, Ohio and have two children.
*Licensed attorney, not currently practicing. SEIA is not engaged in rendering legal, accounting, or tax services.