David Oransky (CFP®, CPA/PFS, RLP)

David Oransky focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

We provide planning and advice on a broad range of financial topics, such as retirement planning, insurance, estate planning, taxes, employer benefits, and cash flow, but the areas where we specialize and believe we truly rise above the rest include:

  • Those who are already financially independent or expect to be within 10 years
  • Stock options and other employee equity compensation planning
  • Sudden money from an inheritance, IPO, or sale of a company
  • Planning for those who will begin living off their assets before traditional retirement age
  • Integrating personal finances with beneficial interests in family trusts

Additional Information

I was initially drawn to financial planning and investing by a personal need and along the way discovered my calling that compelled me to leave a career in public accounting to become a financial advisor. My years as an advisor have taught me that personal finance is actually more personal than it is finance. While I love the technical aspects of what I do, it is my clients—their stories, their dreams, their lives—that bring meaning to my work and inspire me every day. If I can help my clients fulfill their purpose by crafting the right plan and delivering the necessary inspiration and peace of mind, then I have not only fulfilled my purpose but amplified it many times over.


NAPFA Start Date

September 24, 2013


This Office

16020 Swingley Ridge Road, Suite 230 Chesterfield, MO 63017 Phone: (800) 929-6530