David Zirko, CFP®

David Zirko, CFP®

Associate Wealth Advisor
Paraplanner

Phone: (847) 272-1155
Fax: (847) 272-1154
E-mail:
 

Prior to joining Dickholtz Wealth Management Inc., David attended the University of Wisconsin-Madison earning a Bachelor’s of Science in Personal Finance as well as a Certificate in Business Administration. David has recently completed the CFP Board's certification requirements and is authorized to utilize the CFP® marks. This accomplishment gives him excellent knowledge of the financial planning process, especially in the area of client service.  

David has experience in the financial service industry through an internship with a one of the nation’s largest life insurance companies.  David’s ambition is to one day be an advisor himself, which he knows can only be achieved through exceeding every client’s expectations.  Outside of the office, David is an active member of the Financial Planning Association (FPA) while also enjoying sports, reading and travel. 

Dickholtz Wealth Management, Inc. founded in 2007 serves Northbrook, Glenview and the greater North Shore of Chicago.