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David Scher

Krim Associates

about David

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David is a senior financial advisor that specializes in wealth management, estate planning and insurance planning for professionals, executives, successful business owners and retirees. His approach incorporates a comprehensive planning process in order to advise clients in making well informed decisions that are consistent with their long-term objectives.

David’s background spans over several decades including serving as a Managing Director at Stifel Nicolaus as well as a Vice President at Goldman Sachs in the companies’ respective Institutional Equity departments. His educational background includes a Masters of Business Administration with concentrations in Accounting and Finance from the University of Chicago Booth School of Business as well as a Bachelor of Arts with a major in Economics from the University of Rochester.

About Krim Associates

At Krim Associates we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
 
We can help you address:
  • Estate Planning
  • Business/Succession Planning
  • Retirement/Pension
  • Investments/Insurance

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

For further information about Krim Associates, please visit www.krimassociates.com.

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