Advisor profile


My approach

David Sacker - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

David Sacker - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investment Management
  • Charitable Giving
  • Small Business
  • Women's Financial Strategies
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®

Education

  • Swarthmore College, B.A., 1997, economics

Interests

Enjoy playing ultimate frisbee; Executive Committee of the annual Wildwood Beach Ultimate tournament, world's largest beach tournament!

Community participation

  • Pig Iron Theatre Company - Board of Directors
  • Society of Financial Service Professionals, Greater Philadelphia Chapter - Board of Directors
  • Swarthmore Fire & Protective Association - Firefighter, Board of Directors
  • Delaware County Bureau of Elections - Swarthmore Western Precinct , Clerk
  • Frost Valley YMCA - Development Committee
  • Swarthmore College - Past Class Agent

Awards & recognition

  • Five Star Wealth Manager, 2013-2020
  • Protect. Grow. Give.®, RiverSource Life Insurance Company, 2010, 2012
  • Ameriprise Circle of Success, 2014
  • Ameriprise Client Experience Award, 2020

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.