David Juzwiak
Director, Wealth Management
David is a San Diego based Director of Wealth Management at Choreo, with over 15 years of experience in wealth management, institutional investing consulting, and financial analysis.
As a CFA Charterholder, David provides strategic financial guidance to high-net-worth individuals, foundations, endowments, pensions, 401(k) plans, insurance asset pools, and family offices. His expertise spans wealth management, investments, asset management and financial analysis, allowing him to help clients with complex financial needs.
Before joining Choreo, David was a Sr. Consultant at BDO Wealth Advisors and Lowery Asset Consulting, LLC in Chicago, Illinois, where he specialized in delivering tailored investment strategies and solutions to institutional and individual clients. Earlier in his career, he served as an investment analyst for Rehmann Financial, supporting a network of 30+ advisors and overseeing firm model performance reporting. David began his professional journey in public accounting as an auditor at The Rehmann Group in Grand Rapids, Michigan.
David holds dual Bachelor of Science degrees in Business Administration and Accounting from Aquinas College in Grand Rapids, Michigan. His skills in wealth management, investment and asset management allow him to provide financial solutions that help clients achieve their goals.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- CFA Charterholder
EDUCATION
- B.S., Business Administration, Aquinas College
- B.S., Accounting, Aquinas College
