David J. Bosak, CFP^®

DIRECTOR OF CLIENT SERVICE, WEALTH ADVISOR

David Bosak is a Certified Financial Planner^® professional with over two decades of experience in the financial services industry. His core responsibilities include conducting in-depth client consultations, researching financial matters, and preparing and presenting customized deliverables. These deliverables encompass evaluations of financial positions and comprehensive recommendations in investment management, tax planning, estate planning, and risk mitigation. He ensures consistent follow-ups to monitor clients’ progress toward achieving their financial objectives.

David is dedicated to educating clients on foundational financial planning concepts, advanced investment strategies, portfolio design, and market insights. His profound knowledge of fiduciary responsibilities, taxation, and wealth management enables him to address complex financial scenarios effectively. Prior to joining Fairport in 2014, David held several key positions at KeyBank, including serving as a trust officer, investment operations specialist, and internal auditor, thereby building a robust professional foundation.

As a Certified Financial Planner^®, David benefits from the rigorous standards and comprehensive education required for certification. This designation signifies his commitment to acting in the best interests of his clients, providing them with confidence in his experience and ethical standards. CFP^® professionals are recognized for their ability to create holistic financial plans tailored to each client's unique needs, helping to ensure better financial outcomes and enhanced client satisfaction.

Academically, David earned his MBA from Cleveland State University and holds a bachelor’s degree in marketing from the University of Akron. He is actively engaged in the Estate Planning Council of Cleveland and the Financial Planning Association, demonstrating his commitment to professional development and community involvement.

Outside of his professional pursuits, David values spending time with his family and is an enthusiastic supporter of Cleveland’s professional sports teams.