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David Bahnick
Wealth Advisor and Co-Founder at Capital Planning Wealth Management
Professional Background
David Bahnick is a seasoned financial professional with over 38 years of experience in the financial planning industry. His extensive career has not only enabled him to hone his skills in communication and teamwork but has also allowed him to profoundly understand the intricate balance between financial planning and personal values. In addition to his vast experience in business, David's background in sports as a football player for seven years and his service in the United States Air Force for three years have further enriched his ability to work effectively in diverse teams and under various circumstances.
Throughout his career, David has focused on building and developing a financial planning ensemble firm that prioritizes serving clients' needs with the utmost excellence. As a Wealth Advisor at Capital Planning Wealth Management, he has been instrumental in empowering clients to navigate their financial futures with confidence. His wealth of knowledge and experience allows him to provide tailored financial strategies that align with each client’s goals and aspirations. David's approach is deeply rooted in the belief that continuous learning and personal growth are vital, leveraging lessons learned from his clients, colleagues, and foundational teachings from the Bible about finance and the human heart.
Education and Achievements
David's educational journey is a testament to his commitment to professional growth and expertise in financial planning. He holds a Bachelor of Arts degree in Architecture from Lehigh University, where he also initially cultivated his passion for building and development. Seeking to deepen his understanding of finance, he pursued advanced studies at The American College of Financial Services, achieving prestigious certifications that include:
- CLU (Chartered Life Underwriter), which focuses on life insurance and risk management.
- ChFC (Chartered Financial Consultant), a program covering advanced financial planning concepts.
- RICP (Retirement Income Certified Professional), a specialization that addresses the intricacies of retirement income security.
In addition to his formal education, David commits to ongoing continuing education to stay abreast of the ever-evolving financial landscape, ensuring he provides the highest level of service and expertise to his clients.
Personal Life and Interests
David is not just a dedicated professional but also a family man at heart. Married to his wife Theresa for an admirable 37 years, he believes that she is his better half, a sentiment shared by many of their friends and family. The couple enjoys a fulfilling life together, balancing their professional endeavors with quality time spent at their home in Lehigh Valley and their condo in Florida.
Their shared passion for outdoor activities includes biking, playing pickleball, long walks, and traveling, which allow them to bond while exploring new experiences together. Family is at the core of David's life; with two wonderful daughters married to great partners, he finds joy and fulfillment in being a grandfather to two grandsons. These grandsons are central to every family gathering, bringing laughter and warmth to their lives.
David's approach to relationships extends beyond family. Many of his friends and neighbors have transitioned into clients, reflecting his philosophy that strong connections and trust are foundational to successful financial planning. This ability to blend personal relationships with professional ones has been a hallmark of his career and speaks volumes about his character and commitment to the people he serves.