David Lewis, MFP, CTEP

David Lewis is a Business Consultant at 1038 Consulting, where he focuses on providing unique investment strategies that have been vetted through extensive research. His experience spans over 35 years in the field, allowing him to leverage a wealth of knowledge and expertise to assist clients effectively.

Professional Background

• Current Role: Business Consultant at 1038 Consulting, specializing in investment strategies.
• Previous Experience: David has held various leadership positions, including CEO roles at multiple firms, where he has demonstrated a strong capability in enhancing business performance and client satisfaction.

Credentials

• Certifications: He holds the designations of MFP (Master Financial Planner) and CTEP (Certified Trust and Estate Planner), which underscore his expertise in financial planning and estate management.

Education

• David's educational background includes degrees from reputable institutions, contributing to his comprehensive understanding of economics and business management.

Skills and Expertise

• Investment Strategies: Development of tailored investment solutions.
• Financial Planning: Expertise in comprehensive financial planning for individuals and businesses.
• Consulting: Providing strategic advice to enhance organizational performance.

David Lewis's extensive experience and qualifications position him as a valuable asset in the consulting industry, particularly in financial matters.