David Rath, CMT, CFA
I'm not retired, but I help people to do so.
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Continuum Wealth Advisors
David Rath, CMT, CFA
Saratoga Springs, NY
Serving Clients Nationwide
I'm not retired, but I help people to do so.
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
About Me
Hi, I'm David Rath. I joined Continuum Wealth Advisors in 2021 with over a decade of experience in the wealth management industry. Immediately, I knew this was the place for me.My role here is Chief Investment Officer, where I am responsible for investment research, portfolio oversight, and communication of our strategies. My passion for the market extends beyond working hours, and I am constantly looking to expand my base of knowledge. To that end, I am both a CFA Charterholder and a CMT Charterholder. Those two designations represent many hours of hard work and sacrifice in pursuit of my post-college education. I also hold a Bachelor of Science in Financial Economics from Binghamton University.
Everything I do is driven by the desire to provide the best possible client experience. You worked hard to save that money - my job is to make sure it, in turn, works hard for you.
When not in the office, I love spending time with my wife and two sons. The remaining "me time" is spent cheering for the NY Giants and NY Rangers, practicing Brazilian Jiu-Jitsu, reading, exercising, and skiing.
I always love to chat markets so don't hesitate to reach out to me: drath@contwealth.com
Professional Designations
- Chartered Financial Analyst (CFA)
- Chartered Market Technician (CMT)
Affiliations
- The AGC
Primary Location
18 Division Street Suite 207B Saratoga Springs, NY 12866
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free 30-minute call. This is a pressure-free introductory call to determine if we are a good fit for each other. No intake forms. No sales pitch. No cost. Just talking. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Life is hectic. Your finances shouldn't be.Located in Saratoga Springs, NY, Continuum Wealth Advisors is focused on simplifying the complexity of investing and personal finance to allow you to focus on what matters most. We pride ourselves in communicating regularly, in plain English, to ensure our clients understand that their money is in good hands.
With over sixty years of combined wealth management experience, you can feel confident in the team that is in charge of your investments.
HOW WE HELP
✔️ Investment Management
✔️ Retirement Planning
✔️ Financial Organization
✔️ Retirement Distribution Strategies
✔️ College Funding
✔️ Insurance Planning
✔️ Company Benefits
✔️ Company Stock Decisions
WHAT YOU CAN EXPECT
Communication: We communicate regularly, in plain English (no mentions of standard deviation here).
Expertise: We do the heavy lifting behind the scenes so you don't have to.
Personalization: We pick up the phone when you call and know your name (you are not just a number to us).
Organization: We provide an organized view of your finances so you understand everything that is important.
Continuum Wealth Advisors, LLC (“Continuum") is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Continuum and its representatives are properly licensed or exempt from licensure.
Education
Binghamton University, Bachelor of Science, Financial Economics
Hobbies and Interests
- Exercising
- Family
- Football
- Hockey
- Movies
- Music
- Reading
- Skiing
- Sports
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Investors
- Living in Retirement
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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