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David Baitel RICP®
Partner
Wealth Planner
Wealth Planner
David has been in practice as a Wealth Planner in the Baltimore area for the last 19 years. He prides himself in being a great listener, which gives him the ability to truly understand and connect with his clients. David believes that each client's financial goals are unique and requires a personalized approach.
David lives in Columbia with his wife Lori and his two dogs Leo, and Floyd. He is an avid hiker, kayaker and fisherman.