David R. Bretz, CFP®, CKA®, MBA, is an independent financial planner with Cetera Advisor Networks LLC, member FINRA/SIPC, one of the nation’s largest independently managed financial services firms. In his practice, David specializes in financial planning and investment management.
David earned a bachelor’s degree in Accounting from Miami University, an MBA in Finance from DePaul University and passed the Certified Public Accountant examination.
Dedicated to the advancement of the financial planning industry, David has been a frequent speaker to employee groups at many national firms including Callaway Golf, Amylin Pharmaceuticals, Baxter Healthcare Corporation and the San Diego Chargers. He has also taught finance and investment classes at the University of California at San Diego and San Diego State University. One of his workshops, “Women As Independent Investors”, was televised to promote continuing education classes. He has been quoted numerous times in the San Diego Union Tribune and appeared on KPRZ radio to discuss financial planning issues.
David is a member of the San Diego Chapter of the Financial Planning Association and Kingdom Advisors, Inc.