David Jeter, CFP, Partner and Financial Advisor

David Jeter is a CERTIFIED FINANCIAL PLANNER™ practitioner with Allegheny Financial Group. He provides a full range of planning and consulting services to individuals and small businesses, advising on financial planning and wealth management. David is a partner of Allegheny Financial Group, Ltd. and Allegheny Investments, Ltd., where he currently serves on the Board of Directors. Additionally, he is a member of Allegheny’s technology committee, investment committee, and marketing committee.

Education and Professional Credentials

  • 01

    University of Michigan | Bachelor of Science and Administration Degree, concentration in finance and marketing
  • 02

    CFP® Practitioner, Certified Financial Planner Board of Standards
  • 03

    Series 24 principal license

Professional Experience

  • 01

    Began career as a financial advisor in 1992
  • 02

    Financial Advisor and District Manager for American Express, 1992-1997
  • 03

    Principal of a regional financial planning firm, 1998-2003

Professional Activities

  • 01

    Produced professional financial blog
  • 02

    Quoted in publications including Pittsburgh Business Times and Pittsburgh Quarterly
  • 03

    Contributed as Reviewer for the Duquesne University CFP Capstone Program
  • 04

    Certified with Family Reach and the Financial Planning Association to provide pro bono work through the Financial Planning for Cancer program.

Awards & Recognition

Repeat Recipient of Five Star Wealth Manager Award

Community Involvement

  • 01

    Advisor - R&D Impact Foundation
  • 02

    Former Trustee – Pine-Richland Opportunities Fund

Articles