David Jeter, CFP®
David Jeter is a CERTIFIED FINANCIAL PLANNER™ practitioner with Allegheny Financial Group. He provides a full range of planning and consulting services to individuals and small businesses, advising on financial planning and wealth management. David is a partner of Allegheny Financial Group, Ltd. and Allegheny Investments, Ltd., where he currently serves on the Board of Directors. Additionally, he is a member of Allegheny’s technology committee, investment committee, and marketing committee.
Education and Professional Credentials
01
University of Michigan | Bachelor of Science and Administration Degree, concentration in finance and marketing02
CFP® Practitioner, Certified Financial Planner Board of Standards03
Series 24 principal license
Professional Experience
01
Began career as a financial advisor in 199202
Financial Advisor and District Manager for American Express, 1992-199703
Principal of a regional financial planning firm, 1998-2003
Professional Activities
01
Produced professional financial blog02
Quoted in publications including Pittsburgh Business Times and Pittsburgh Quarterly03
Contributed as Reviewer for the Duquesne University CFP Capstone Program04
Certified with Family Reach and the Financial Planning Association to provide pro bono work through the Financial Planning for Cancer program
Community Involvement
01
Advisor - R&D Impact Foundation02
Former Trustee – Pine-Richland Opportunities Fund
Articles
- Investment Questions to Ponder in 2022
- INFLATION, COVID, the FED, and the Fourth Quarter
- The Legal Right to Your Digital Life
- Stressed versus Less-Stressed Investors: How do you end up in the right group?
- Portfolio Analysis by the Calendar
- Resilience: Unavoidable is not Unrecoverable
- To Live and Learn; to Act and Feel; To Still Matter.
- Midterm Election Waves Shouldn’t Unnerve an Investor
- Short and Long Answers on the Market, Economy, and Your Planning (Part 2)
- Short and Long Answers on the Market, Economy, and Your Planning (Part 1)
- Bad at Yoga, Good at Financial Planning
- A Plan, a Map, a Vehicle, and Fuel
- The Keys to Investment Planning in 2018
- The Super Bowl and Successful Financial Planning
- Newton, Social Media, and Bitcoin: Human Behavior and Investment
- Financial Planning Requires a Dispassionate Approach
- Harry Potter and the Return of Investment Volatility
- The New Tax Laws – Five Action Steps We Are Taking
- Hello 2018! There Are No Secrets.
- Hurricane Harvey, North Korea, and Other Puzzle Pieces
- Batter Up! An Investors Approach at the Plate
- Essential Planning Reflection
- Smart Money Thinks It’s Dumb, Dumb Money Thinks It’s Smart
- “Batting leadoff, McCutchen, batting second, McCutchen, batting in the third spot, McCutchen…”
- Billy Joel and Investment Success
- Volatility and Perspective
- Composure in the Face of Bad News
- A Financial Starting Point for Young People
- Investment Choices or Investor Choices?
- Market Volatility
- The Best Tool for Investing Success
- Naked & Afraid…Not On This Journey
- Is It Possible to Look Beyond DC?
- Have You Formed a Bias?
- A Farmer’s Outlook
- Swimsuit Season
- November 7, 2012
- Fiscal Cliff
- A Tale of Two Hats redux
- Keeping Investment Composure in the White Water
- Politics as Usual?
- As Fall Arrives
- Taking It Like a Man
- Knowing True North
- Planning and Investing? Or Hoping and Betting?
- Planning for the Eventuality
- Man vs. Wild
- The Right Stuff
- Recognizing Uncertainty, But Managing Risk
- The Best Questions
- What to Make of It
- What I Am Doing With My Mom’s Money
- Taking Measure
- A Tale of Two Hats
- History as a Guide
- Tuning Out the Noise
- Basics for Capital Market Exposure
- Market Musing
- Year-End Strategies
- Golf and Finances
- Reflecting on the “R” Word
