David Staab

Associate

David Staab

Associate

My Bio

David Staab is an aspiring CERTIFIED FINANCIAL PLANNER® with a passion for financial literacy and helping people achieve their personal goals. He recently graduated from the University of Maryland, where he earned a Bachelor’s of Science in Finance and a Master’s of Science in Supply Chain Management.

 

Prior to becoming a member of the Foundation Wealth & Tax team, David was an account manager with the Four Seasons. Heis an avid scuba diver and supports the Baltimore Ravens.

Other Team Members

Eric Stein, CFA
Chief Investment Strategist | Partner, East Bay Investment Solutions
Taylor Lewis-Costa
Director of Communications