David Chepauskas

Senior Wealth Planner

Credentials: CFP® CERTIFICATION
Years of Experience: 29

Address: 5 Hayes Ct, Alantic Highlands, NJ, 07716
Phone: 732-389-3242 x 105
Email: dchepauskas@sfr1.com
Website:
LinkedIn: https://www.linkedin.com/in/davidrchepauskas/

Education
U.S. Military Academy at West Point, NY, Bachelor of Science
University of Georgia, Masters of Education
Long Island University, MBA Finance
CERTIFIED FINANCIAL PLANNER™
Specialization
Investment Management
Estate Planning
Insurance Structuring
Family Wealth Counseling
Comprehensive Financial and Retirement Planning
Charitable Estate Planning

Business Experience
U.S. Army – eleven years, to include assignments at; U.S. Military Academy, Berlin Brigade, 101st Airborne Division supervising 700 plus soldiers with wide variety of occupation specialties.
Co-Founder of The Family Wealth Institute
Contributor of the highly acclaimed book “Getting to the Heart of the Matter, A Revolution in Estate Planning for Wealthy Families”.

Guest appearances include CNBC’s “Marketwatch” as guest expert on charitable estate planning.
Member of the Corporate Leadership Council for the American Cancer Society, Jersey Shore Region.

Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

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