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David G
CFP®, Series 65, Series 63
Center Valley, PA
Savvy
David Givler II is a Certified Financial Planner® with 11 years of industry experience. He is currently with Savvy and has previously worked at Mariner Wealth Advisors, Corbenic Partners, LLC, and Valley National Advisers Inc. Givler serves on the board of the Estate Planning Council of the Lehigh Valley and is president of the Moravian University Blue and Grey Club, a nonprofit organization. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach, supplemented by active equity portfolios and tax-aware direct indexing, and integrates third-party fintech tools and specialized sub-adviser strategies.
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