David Zirko, President of Dickholtz Wealth Management, Inc. and Wealth Advisor with Securities America Advisors has over 8 years of experience in the Financial Service Industry and is licensed in both securities and insurance. David specializes in working with individuals and families that have significant assets to manage and protect who value advice, are committed to building a professional team and desire a high level of personal service.
David began working at Dickholtz Wealth Management, Inc. after graduating from the University of Wisconsin-Madison in 2014, with a Bachelor’s of Science degree in Personal Finance as well as a Certificate in Business Administration. David spent his first three years at Dickholtz Wealth Management, Inc. as the Para-Planner/Wealth Advisor Assistant, giving him diverse industry experience with extensive custody and back office operations knowledge. David successfully completed the demanding requirements to become a CERTIFIED FINANCIAL PLANNER™ professional through the Certified Financial Planner Board of Standards, in 2017. David value’s being an independent advisor with Dickholtz Wealth Management, Inc. and is dedicated to helping clients reach the possibility of abundance in their lives, through Comprehensive Financial Planning.
Outside of the office, David enjoys spending time with his wife Rebecca in their Lakeview Condo as well as attending any Chicago sporting event. David is involved with local community organizations, as a CFP® liaison for the Northbrook Public Library, is an active volunteer at the local public schools, primarily in the area of mentoring youth and providing financial literacy guidance.