David Scher serves as a Senior Financial Advisor at Krim Associates, where he leverages his extensive expertise in financial planning, mergers and acquisitions, and business strategy to empower business owners and professionals. With a keen understanding of the unique financial challenges faced by entrepreneurs, David...
David Scher serves as a Senior Financial Advisor at Krim Associates, where he leverages his extensive expertise in financial planning, mergers and acquisitions, and business strategy to empower business owners and professionals. With a keen understanding of the unique financial challenges faced by entrepreneurs, David is dedicated to helping clients navigate the complexities of wealth management while ensuring their personal finances are as robust as their business endeavors.
At Krim Associates, David plays a pivotal role in developing custom financial plans that align with the four financial quadrants of life—income, savings, investments, and protection. His approach involves a thorough analysis of existing strategies, allowing him to refine and enhance clients' financial frameworks. By integrating all aspects of a client’s financial picture, David ensures that they are not only prepared for current challenges but also positioned for future growth and security.
One of David's key projects involves advising clients in the renewable energy sector, where he applies his knowledge of asset management and finance to create sustainable investment strategies. His ability to analyze and synthesize advice from previous or current advisors allows him to reveal critical insights that can lead to significant tax reductions and wealth growth. Through his commitment to financial education and strategic planning, David Scher is not just a financial advisor; he is a trusted partner in his clients' journeys toward financial independence and prosperity.
