David Wendt

David Wendt had a distinguished career spanning over 25 years in the financial services industry. As a partner in both national and local CPA firms, David provided professional guidance to hundreds of individuals, boards, and finance committees in developing comprehensive financial plans and investment policies. Known for building client relationships rooted in trust, David excelled in his ability to communicate the "Big Picture" with practical, actionable advice. Though now retired, his legacy of professionalism and dedication continues to influence the standards at Portfolio Advisory Associates.

Disclosure:  David Wendt is not affiliated or registered with Cetera Advisors LLC.  Any information provided by him is provided entirely on behalf of himself and is not related to Cetera Advisors LLC or its registered representatives.