David DeWitt, CFP®
Podcaster 🎙️, financial planner💸, and ADHDer. 🦋
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Infocus Wealth Strategies
David DeWitt, CFP®
Wayne, PA
Podcaster 🎙️, financial planner💸, and ADHDer. 🦋
Areas of Focus
- Budgeting
- Family and Money
- Financial Life Planning
- Getting out of Debt
- Investing
- Money Psychology
- Prioritizing Money
About Me
Hi. I'm Dave DeWitt.I have dedicated my career to helping people with ADHD, whether diagnosed or not, organize and optimize their financial lives.
Money is hard for those of us with ADHD.
I know this from personal experience. Want to hear my story? Book a chat with me and let's talk!
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
Financial Planning Association
- Financial Therapy Association
- Measure Twice Planners
- Financial Therapy Association
Primary Location
200 Eagle Rd, Wayne, PA 19087
Meeting Options
- Video Conference
- In-Person
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
The first meeting is my favorite meeting. We chat, I get to know you, you get to know me, and maybe we swap some stories. The goal will be to see if there's something I truly believe I can help you with and to make sure we like each other!Offers Investment Management
Yes
Education
Ursinus College
Languages
- English
Hobbies and Interests
- Basketball
- Church
- Golf
- Hiking
- Soccer
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Couples
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Living in Retirement
- Newly Engaged / Newlywed
- Parents
- Single Women
- Travel Lovers
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
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