CFP®, Partner, Head of Retirement Planning Services
David Pilaitis is a partner and Head of Retirement Planning Services with Apexium Financial LP. David provides comprehensive financial planning and investment advisory services to the firm’s clients, including high net worth individuals, corporate executives, trusts, and small pension plans.
Prior to joining Apexium Financial LP, David was a partner and the chief compliance officer at Citrin Cooperman Wealth Management. Before that, David was a manager in the Philadelphia office of global accounting firm Ernst & Young, in the firm’s investment advisory services practice. David earned his bachelors degree from Temple University in economics and finance, and is a Certified Financial Planner (CFP). David also earned a Certificate in Estate Planning from Villanova University Law School.