David M. Zolt, CFP®, EA, ASA, MAAA worked more than 25 years in retirement and employee- benefit planning as a senior consultant and practice leader. His position as trusted advisor to the managers of some of the largest pools of liquid assets in the world gave him the rare opportunity to watch professionals advise multi-million and multi-billion dollar pension funds utilizing the best practices of investing. In the process, he learned firsthand how seasoned professionals invest. David’s clients included The Ford Motor Company, American Greetings, The United Nations, The World Bank and The International Monetary Fund.
David M. Zolt, CFP®, EA, ASA, MAAA is a comprehensive, fee-only financial planner and president of Westlake Advisors, a registered investment adviser in Westlake, Ohio. He is a Certified Financial Planner®, an Enrolled Agent, a NAPFA-Registered Financial Advisor, an Associate of the Society of Actuaries, a Member of the American Academy of Actuaries and a member of the Alliance of Comprehensive Planners (ACP). David is the developer of The Retirement Planner by RetireSoft, which can be found at www.RetireSoft.com. He can be reached at firstname.lastname@example.org.