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David S. Silver, CFP®, CEPA®

David S. Silver, CFP®, CEPA®

CEO/President

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  • Timeline

  • About me

    Forbes Best-In-State Wealth Advisor | CEO/President at Instrumental Wealth

  • Education

    • University of Tampa - John H. Sykes College of Business

      2001 - 2005
      Bachelor of Science (B.S.) Entrepreneurship/Entrepreneurial Studies

  • Experience

    • Instrumental Wealth

      Oct 2020 - now
      CEO/President

      Instrumental Wealth, LLC (Instrumental Wealth”) is an SEC registered investment adviser. Registration does not imply a certain level of skill or training. For more information about Instrumental Wealth, please contact us at www.instrumental-wealth.com or refer the SEC Website (www.adviserinfo.sec.gov). This platform is solely for informational purposes.

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      CFP Board

  • Honors & Awards

    • Awarded to David S. Silver, CFP®, CEPA®
      Financial Security Award Northwestern Mutual, National Jun 2016 Dave was ranked nationally for the Financial Security Award in 2016 - achieving 4th place.

  • Volunteer Experience

    • The KNEAD for Knowledge Scholarship Program

      Issued by Childern's Cancer Center
      Childern's Cancer CenterAssociated with David S. Silver, CFP®, CEPA®

    • Advisory Board Member, Membership Chair

      Issued by University of Tampa - John P. Lowth Entrepreneur Center on Aug 2016
      University of Tampa - John P. Lowth Entrepreneur CenterAssociated with David S. Silver, CFP®, CEPA®