David Strege (CFA®, CFP®)

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

  • Business Owners
  • Charitable Giving
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

As a Senior Fee-Only Financial Planner David Strege, CFP®, CFA® develops and communicates integrated financial plans on a fee only basis for his clients, so they get more of what they value from their wealth.
 
Syverson Strege & Company follows a values based planning process spending the time required to determine what people value most in their lives. 
We specialize in philanthropic planning, stock based compensation and small business transfer planning.
 
 
Our firm works on a team approach, a group of professionals is assigned to each client to provide individualized responsiveness to their situation. Our structure allows us to pull on any number of professionals in our firm to bring in the expertise needed to address each client's unique situation.

Additional Information

David Strege earned a B.S.B.A. in Finance with a concentration in personal financial planning from Drake University. He earned his CFP® certification in 1982 and in 2008 served as Chairman of the Board of Directors for the Certified Financial Planner Board of Standards Inc.
 
David's specialties include investment management and stock based compensation strategies. His article “Employee Strategies for Stock Based Compensation” was published in the American Management Association’s Journal of Total Compensation Strategies.

NAPFA Start Date

January 26, 2001

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This Office

4125 Westown Pkwy Ste 104 West Des Moines, IA 50266-5928 Phone: (515) 225-6000 Fax: (515) 225-6888