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David Dieal, Certified Financial Planner™

LPL Financial Advisor

david diealAs an LPL Financial Advisor, David works directly with individuals, families and small to mid-sized organizations to implement comprehensive financial strategies that align with his clients’ goals and objectives. With the uncertainty of the investment world, he will create personalized suitable strategic and tactical plans that will effectively work towards the accumulation and preservation of his clients’ assets.

Having worked in various financial positions, David has developed a diverse perspective provided by almost 15 years of financial service experience where he has overseen various investment practices, processes and technologies.

Prior to joining Mint Wealth Advisors, David was the Executive Vice President of Pangea Wealth Management (2012 to 2016), Financial Representative at Northwestern Mutual (2008 to 2011) and served as a Client Relationship Administrator for the Vanguard Group (2004 to 2007) where he worked directly with and helped manage some of Vanguard’s largest 401K plans.

David’s academic background includes a Bachelor of Science in Business Studies from Stockton University with a Concentration in Finance and a Minor in Economics. He was inducted into Delta Mu Delta (National Honor Society for Business Administration) in 2004 and was also honored by the National Achievement Academy in 2000 and The National Dean’s List in 2003. David is a Certified Financial Planner and also a registered representative holding his Series 7 and an Investment Advisor Representative, holding his Series 66. Both registrations are held with LPL Financial. In addition, he holds his Life and Health insurance licenses.

Phone: 610-909-7030