David Rome

CEPA

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David Rome

Financial Advisor

About David

David Rome is a Financial Advisor for Marcum Wealth. David’s focus is helping clients through financial planning, investment management, and client service.

Community Involvement

  • Friends of Breakthrough Schools Associate Board
Practice Focus

Financial Planning
Working with High-Net-Worth Individuals and Families

Education and Certifications

MBA
Cleveland State University

Bachelor of Science in Business Administration
Wittenberg University

Certified Exit Planning Advisor (CEPA)