David A. Plante, CFP®, CEPA

Financial Advisor

FOCUS

David focuses on helping clients build a solid financial foundation. With retirement, wealth preservation, and estate planning knowledge, David provides his clients with comprehensive financial solutions. Additionally, holding the Certified Exit Planning Advisor (CEPA) designation, he offers specialized expertise to assist business owners in maximizing value and navigating successful transitions. He assists clients in achieving their long-term goals through personalized planning and strategic guidance.

CAREER HIGHLIGHTS

With over two decades of combined experience in banking and financial services, David brings a unique perspective to wealth management. Drawn to Fort Pitt Capital’s commitment to client-centric solutions, he joined the firm to leverage his capability and contribute to clients’ financial success.

EDUCATION

BS in Business from Salem State University, with a concentration in Finance

COMMUNITY INVOLVEMENT

David is deeply committed to his community. He previously volunteered with the Boiling Springs High School Cross Country Boosters, where he assisted with fundraising and event coordination, contributing to the team’s success. As a veteran of the Army National Guard, David is also passionately dedicated to supporting fellow veterans.

In addition, David serves as the Social Chair of the Harrisburg Rotary as well as serving on the planning committee of the Vista Autism Services Golf outing. He is also an Ambassador for the Harrisburg Chamber of Commerce and a member of the Carlisle Chamber of Commerce, where he actively participates in initiatives promoting economic growth and community development.

PERSONAL

A New England transplant born and raised in Salem, MA, David now proudly calls Boiling Springs, PA, home, where he lives with his wife and two sons. Outside of his community involvement, David embraces an active lifestyle, having conquered three Tough Mudder events. He also enjoys golfing and simply enjoying the beauty of the outdoors.

Talk With an Advisor

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The achievement of any professional designation should not be construed as a guarantee that a client will experience a certain level of results or satisfaction if Fort Pitt is engaged, or continues to be engaged, to provide investment advisory services.