David Rivlin

David Rivlin is a CPA with over 40 years of service to the public.  He has helped countless individuals and businesses navigate the tax and financial environments we live with and provided guidance for dealing with complex and dynamic situations.

David brings together a breadth and depth of knowledge and experience that is a tremendous boon to his clients.  From estates and trusts to non-profits, companies, and individuals; from investments and insurance to payroll and projections, David has worked on so many different types of engagements that he can handle just about any situation thrown his way.

David has seen the accounting industry evolve from 13 column spreadsheets and "punch cards" on up through today's cloud based platforms.  Through it all, his commitment to education and high professional standards has equipped him and his practice to take a leadership role in bringing matters to a successful resolution.  Clients rest easier knowing that David is their fierce advocate, working tirelessly on their behalf.

When not crunching numbers, David can be seen walking his dog or working out at the gym.

Check the background of this investment professional on FINRA's BrokerCheck.