David Heitner
Investment Advisor Representative & Employee Benefits Specialist
David P. Heitner is an Investment Advisor Representative and Insurance Representative dedicated to helping business owners navigate their financial and insurance needs. He specializes in selecting the ideal 401(k) plan, identifying tax-efficient investment strategies, and providing group health, life, and general liability insurance. With over 20 years as the founder of a national franchise organization, David brings a wealth of entrepreneurial experience to his financial practice.
He began his career at Northwestern Mutual as a licensed Insurance Representative and at Merrill Lynch as a licensed Financial Advisor. If you're looking for a quarterback to help manage your business’s financial strategy, David Heitner is your guy. Let’s connect!