David Rome

CEPA

  1. Home
  2. People
  3. David Rome
David Rome

Financial Advisor

About David

David Rome is a financial advisor with Marcum Wealth. He focuses on developing relationships and customizing plans based on clients’ personal needs. David digs deep to understand each client’s unique situation and works closely with them to create a roadmap for reaching their financial goals.

Community Involvement

  • Friends of Breakthrough Schools Associate Board
Practice Focus

Financial Planning
Working with High-Net-Worth Individuals and Families

Education and Certifications

Cleveland State University (MBA)
Wittenberg University

Certified Exit Planning Advisor (CEPA)

Related Insights & News