Broker Check
David Schrempf

David Schrempf

Financial Planner

With a career spanning over 30 years, David Schrempf has seen success as an entrepreneur, consultant, chief operating officer, CEO, and financial planner. After graduating from the University of Pennsylvania with a degree in political science and psychology, David started his own business venture and worked with renowned retail companies including Rite Aid, Albertsons, Safeway, Longs, Toys R Us, and Kroger. David also worked in the dental products industry, managing global logistics and international operations.

In 2009, David decided to switch his career path to financial planning, obtaining his Series 6, 63, and 65 soon after and being certified in life, health, accident, property, and auto insurance. David is also a Certified Plan Fiduciary Advisor (CPFA) specializing in 401k’s, 403b’s, and retirement planning overall. David primarily focuses on the corporate side of financial planning, having experience with corporate benefits, executive compensation, and working one-on-one with employers to create the most beneficial plans for employees.

Besides his countless certifications and business experience, David also brings his passionate and caring nature into his role as a financial planner. Using his background in insurance, David has worked with terminally ill patients to navigate their financial situations and provided continued education for social workers so that they can help patients become financially literate. Due to his expertise in insurance and financial planning for terminally ill patients, David has been a keynote speaker at many esteemed institutions and organizations including Johns Hopkins, the National Association of Oncology Social Workers, and MD Anderson Cancer Center.

When David isn’t working, he can be found practicing his photography skills, shooting archery, and being a part of the Civil Air Patrol with his children. He also loves fostering and taking care of dogs without a home.

David’s passion for his clients, extensive business experience, and numerous certifications are what set him apart from other financial planners in his industry. As an Associated Financial Planner of Lincoln Financial Advisors who partners with Roundtree Financial, David’s client-centric values align perfectly with the mission of the company.