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David K
CFP®, Series 66
Boca Raton, FL
Reshape Wealth
David Kranz is a CFP® and holds a Series 66 license, with 17 years of experience in the financial industry. He currently leads Reshape Wealth, where he has worked since 2017, and previously held roles at Bank of America, Merrill, and Morgan Stanley. Outside of his advisory work, he is involved in business consulting through initiatives such as Initiative Partners, LLC, and serves as managing director for consulting with private companies. Reshape Wealth serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing portfolio management, financial planning, retirement plan consulting, and alternative investment recommendations. The firm employs a client-specific, multi-method analytical approach and utilizes subadvisors and third-party managers, operating as a solo practitioner model supported by external resources and technology.
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