David Otto (BA, CFP®, D.Min.)

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

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice

Planning Specialties

David W. Otto founded Otto & Associates in 1991. Mr. Otto is a Certified Financial Planner™. He has served on a number of committees of the National Association of Personal Financial Advisors (NAPFA), the national Fee-Only association. He also served as Chairman of the Board of the Katonah Village Library, and was a member of the Zoning Board of Appeals for the Town of Bedford. In the 1980’s he worked part time with investment real estate and founded a corporation dedicated to real estate financing. He currently serves as Treas. of the Montshire Corporation, a nationally recognized science museum in Norwich, VT

Additional Information

A graduate of Morningside College, Mr. Otto holds a Master of Divinity from Union Theological Seminary and a Doctor of Ministry from Andover Newton Theological School. Prior to becoming a Fee-Only planner, he served as a pastor for nine years and worked for seventeen years as a pastoral counselor, including supervising psychotherapists and managing a counseling center. He lived and worked in northern Westchester for much of his professional life, but now splits his time between Katonah and Norwich, VT. He and his wife are the parents of two grown daughters, one of whom is a financial planner with Otto & Associates in the Norwich office.

NAPFA Start Date

June 27, 1991

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This Office

200 Katonah Ave Katonah, NY 10536-2175 Phone: (914) 232-5379 Fax: (914) 232-5378

Other Offices

PO Box 1203 Norwich, VT 05055-1203 Phone: (802) 649-1946