David F. Cawley, CFP®
DAVID F. CAWLEY, CFP®
David F. Cawley, CFP® (Dave), is an Assistant Wealth Advisor at Legend Financial Advisors, Inc.® (Legend) and EmergingWealth Investment Management, Inc.® (EmergingWealth). Dave graduated from The University of Pittsburgh, Johnstown with a Bachelor of Science Degree in Business Administration with a major in Finance and Accounting.
As an Assistant Wealth Advisor, Dave’s primary responsibilities include performing investment research, implementing securities’ trades, analyzing client investment portfolios, creating performance reports and preparing financial planning analyses for clients and assisting in training and development of staff members. Dave is a Member of the firm’s Finance Team and Investment Committee. Dave is also experienced with the Bloomberg Investment Service, Morningstar Workstation, eMoney Advisor, Zacks Investment Research services as well as a number of other investment research and financial planning tools.
Dave has worked in client service roles at both a major local bank and a Fortune 100 organization focused on Retirement Planning prior to joining Legend. Dave is a native of Pittsburgh’s North Hills but currently resides in Pleasant Hills with his wife and two boys.