Dave Flegal, CPA, CFP®

Planning Associate

Dave joined the Clearstead Private Client Group in 2019. As a Planning Associate, he works closely with our client advisors to deliver net worth reports, cash flow plans, estate analysis, and tax planning to our clients.

Dave has held the Certified Public Accountant (CPA) designation since 2016 and the Certified Financial Planner (CFP) designation since 2019. Prior to joining Clearstead, Dave worked as a wealth manager and tax preparer at a local financial planning firm where he served high net worth clients and their families. Dave earned his BA in Accounting, Finance, and an MBA from Baldwin Wallace University in 2015. Dave is involved with Alpha USA where he is a board member on their Ohio Regional Board.

Find Your Clarity

We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.