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Our financial advice team


David D Tofel

David D Tofel

CFP®, CRPC®

Financial Advisor

Managing Director of
Voussoir Financial Partners
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
  • Retirement Plan Distribution

Interests

  • I am an avid runner and you may find me running on the trails of Asbury Woods.
  • I enjoy skiing at Peek N Peak with my family during the Erie winters.
  • I love to go golfing with my son at Lake Shore Country Club.
  • I am currently learning how to play the electric guitar on my Gibson Les Paul Standard.

Awards & recognition

  • Ameriprise Circle of Success, 2015-2020

Qualifications

  • CERTIFIED FINANCIAL PLANNER TM
  • Chartered Retirement Planning Counselor SM
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Gannon University, BS Accounting
Newsletter

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Community participation

  • Past trustee for Arts Erie, serving on allocations and finance committees (2008-2011)
  • Volunteer for Make a Wish Foundation
  • Member of the UPMC Hamot Medical Center Board of Corporators
  • Past President of the Erie Rotary Club and Paul Harris Fellow
  • Past President of the Erie Rotary Club Scholarship Foundation
  • Member of the Erie Regional Chamber and Growth Partnership
  • Member of the Erie Club and Lake Shore Country Club
  • Past Fairview School Foundation Board Member (2013-2014)
  • Past Member of the Board of Governors at The Kahkwa Club, Vice President (2016-2018)