David Weikert, Advisor at SEIA

David
Weikert

Advisor

CFP®

David Dave” Weikert, CFP®, is an Advisor at Signature Estate & Investment Advisors, LLC (SEIA) and Director of Client Service at Market Street Financial Advisors in Bethlehem, Pennsylvania. With financial-services experience dating to 1998, Dave helps ensure that clients receive the consistent attention, communication, and follow-through that support a long-term advisory relationship.

Dave’s work combines client service, practice operations, and financial-planning support. He helps coordinate the details that allow clients and their advisors to remain focused on their goals, while helping ensure that requests, service needs, and ongoing planning activities are handled with care and responsiveness.

As a CERTIFIED FINANCIAL PLANNER professional, Dave brings financial-planning knowledge to his client-service leadership role. His approach reflects the belief that a strong advisory experience depends not only on sound planning and investment guidance, but also on a dependable team that understands clients and remains attentive as their lives and needs change.

Dave earned a Bachelor of Science degree from Pennsylvania State University and completed his CFP® certification through the American College.

An outdoorsman and member of the National Ski Patrol, Dave is also an avid runner who has completed both the Boston and New York City Marathons. He lives in the Lehigh Valley with his family.

Credentials

  • CFP® — Certified Financial Planner

Location

Credentials

  • CFP® — Certified Financial Planner

Location