David Wertz, Ph.D. founded Princeton Value Advisors to provide financial advice to individuals who wish to secure, manage and grow their wealth. He utilizes his unique, value-based approach to financial well-being and stability for clients of all ages and financial backgrounds.
A History of Success
Dave Wertz has been investing successfully for more than three decades. Before becoming a professional financial advisor, Dave Wertz had an active career as a Ph.D. computational chemist, entrepreneur, and developer of knowledge-based systems. Always intrigued by the science of finance, he decided 5 years ago to devote himself full time to investment advising. Dave's unorthodox path to financial advising gives him a unique perspective on the workings of market economics and equipped him with analytical skills that greatly enhance his ability to give sound financial advice to his clients.
Rigorous Training Leads to Respected Certifications
Dave Wertz has honed his skills and demonstrated the extent of his financial expertise by completing the equivalent of six college level courses that cover all aspects of financial planning and then passing the comprehensive Certified Financial Planner (CFPtm) exam.
Dave is also honored to be the only person in the Princeton area who has pass all three Chartered Financial Analysttm exams who is committed to serving individual investors. The CFAtm course of study is recognized as being especially extensive and rigorous course of study on the analysis financial products. The three certification exams are given a year apart and each lasts an entire day. Only one in 10 of those who take the first exam succeeds in passing the third one.
Giving Back to the Community
Dave Wertz is an active contributor to our community. He is scoutmaster of Boy Scout Troop 88 and an active member of a Trinity Church group that makes donated items available to the less fortunate members of our community.
Let's Get Started Planning Your Financial Success
Call (609) 683-8005 or email Dr. Wertz at dwertz@PrincetonValue.com today. Your initial consultation is free and without obligation.