Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.
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David Schulman

David P. Schulman, CFP®,  Managing Director – Investments is a founding member of the Fuchs Schulman Wealth Management Group of Wells Fargo Advisors, and in charge of overseeing the group’s Private Wealth Management line of business. David has over 20 years of private wealth planning and asset management experience for the high net worth marketplace. Many of David’s clients are senior corporate executives of both private and public companies with extraordinary time pressures. David works side by side with his clientele while managing their day-to-day financial affairs as it relates to wealth planning, asset management and family risk concerns. David is responsible for designing the group’s planning process and monitoring the implementation of this process for the Advisors within the group.

David is also a co-founder and co-lead Senior-PIM Portfolio Manager for the group’s proprietary asset management program – FSG Strategies. Through FSG Strategies, David and his team currently manage and consult to over $1.2  billion in assets, spread amongst their Private and Institutional client assets.

David received a Bachelor of Science degree from the University at Albany in 1996 with a Business Major concentration and received the CERTIFIED FINANCIAL PLANNERTM designation from the New York University School of Continuing and Professional Studies in 2003. David also holds the following securities registrations: Series 7, 63, 65, 31.


Webinar Participation:


The Legal & Tax Aspect of Investing: Estate Planning, Risk Mitigation and Tax Efficiency

Series: PERSONAL FINANCE & INVESTING FUNDAMENTALS 1.0

Premiere Date: 05/08/2017 2:00pm