Dave Flegal, CPA, CFP®
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.
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