Suggestions
David Guenthner
Fighter Pilot, Financial Advisor, Certified Exit Planner, Retirement Specialist, Motivational Speaker, Non-Profit Leader, Executive Coach, and proud Montanan!
David "Finch" Guenthner is a Financial Advisor and Exit Planner at UBS, specializing in wealth strategies for entrepreneurs and business owners. He has a notable background as a keynote speaker, recognized for his motivational and engaging presentation style. Guenthner has a history of working with various financial institutions, including a recent role at True North Financial, where he focused on building wealth strategies.123
In addition to his financial advisory work, Guenthner is involved in speaking engagements that blend inspiration with practical advice, making him a sought-after figure in the financial community. His expertise lies not only in investment advising but also in strategic planning for business exits, helping clients navigate complex financial landscapes.14