DR
David Rath
Partner & Chief Investment Officer at Continuum Wealth Advisors,
View David's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Partner & Chief Investment Officer
Jan 2021 - Present · 4 years
Portfolio Strategist
Jan 2019 - Jan 2021 · 2 years
Financial Advisor
Jan 2018 - Dec 2018 · 11 months
Company Details
Life is hectic. Your finances shouldn't be. Located in Saratoga Springs, NY, our firm is focused on simplifying the complexity of investing and personal finance to allow you to focus on what matters most. We pride ourselves in communicating regularly, in plain English, to ensure our clients understand that their money is in good hands. With over sixty years of combined wealth management experience, you can feel confident in the team that is in charge of your investments. Continuum Wealth Advisors, LLC (“Continuum") is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Continuum and its representatives are properly licensed or exempt from licensure.
Year Founded
2010
Social Media
LinkedinFacebook
Industry
Investment Management, Retirement & Financial Planning
HQ Location
18 Division Street, Ste 207B Saratoga Springs, New York 12866, US
Keywords
Investment ManagementInsurance PlanningRetirement Planning
Discover More About Cleveland Clinic

Find verified contacts of David Rath in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.