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Mini david treichler pic
Arabella Wealth
Syracuse, NY

David Treichler

AIF®, CFP®, CLU®
It's about your financial journey.
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Meet David

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Introduction - David Treichler
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Income in Retirement - David Treichler
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Tax Savings - David Treichler
Video Transcripts

David W. Treichler, CFP™, CLU is the Owner and Investment Executive at Arabella Wealth Advisors. In this role, Treichler provides high net worth investment management solutions to his clients. He brings regional investment experience and strong knowledge in both the retail and institutional markets. Dave specializes in portfolio construction and asset allocation strategies utilizing a holistic team approach.

Treichler, in his previous position as Vice President and Senior Portfolio Manager…

David W. Treichler, CFP™, CLU is the Owner and Investment Executive at Arabella Wealth Advisors. In this role, Treichler provides high net worth investment management solutions to his clients. He brings regional investment experience and strong knowledge in both the retail and institutional markets. Dave specializes in portfolio construction and asset allocation strategies utilizing a holistic team approach.

Treichler, in his previous position as Vice President and Senior Portfolio Manager for the M&T Investment Group in Syracuse, NY, managed over $160 million in client assets and 200 relationships. Prior to being Senior Portfolio Manager, he was the Regional Wholesaler for the MTB Group of Funds and Portfolio Architect supporting New York State and Northeast PA. His other experience includes investment positions with Smith Barney and Northwestern Mutual.

Treichler is a CFP™ certificant, a current member of the Financial Planning Association, and a Vice President (2016-2017) and board member of the Central New York Estate Planning Council. Previously Dave served as President of the Estate Planning Council in Ithaca, and President of the Jaycee Network of Ithaca. He has also appeared several times as a guest on WCNY’s “Financial Fitness” and is a member of the Center State Corporation for Economic Opportunity, and the American Association of Individual Investors.

Dave is dedicated to developing lasting relationships with all his clients. He believes in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with Dave is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that he can provide is a roadmap to working toward your financial future.

We’re looking forward to using our experience to help you pursue your financial goals.

Languages Spoken
French

Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
College Planning
Estate Planning
Insurance Management
Alternative Investments
Personal Lending

Experience with

Small business owners
Medical professionals
Families

Fee structure

Commission-based
Based on % of assets
Fee & Commission

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CLU® - Chartered Life Underwriter®
AIF® - Accredited Investment Fiduciary®

Memberships

AAII - American Association of Individual Investors

Education

Bachelors
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