David Krawczyk

CFP®, CPA/PFS

How I got here

After obtaining my bachelor’s degree in accounting from Le Moyne College and Master’s degree from the University of San Diego, I began my career in public accounting and became a licensed CPA. Over the course of nine years working with two separate regional public accounting firms, I recognized the value of proper client service. I saw the opportunity to make a change to investment management with Rockbridge as a way to continue to apply the knowledge and values I had developed throughout my career and join an investment group whose principles aligned with my own personal investment philosophy.

Education

Bachelor of Science – Accountancy, Le Moyne College
Master of Science – Accountancy, University of San Diego
CERTIFIED PUBLIC ACCOUNTANT
CERTIFIED FINANCIAL PLANNER®, (CFP®)

Favorite part of the job

Working with individuals or families in a team environment toward a common goal. It’s a rewarding experience when you can leverage everyone’s strengths to find a solution that has a positive impact.

Beneath the surface

My wife Katie and I live on the West side of Syracuse along with our daughter, Charlotte. In our free time we like to enjoy the outdoors, take Charlotte on walks, or the occasional weekend getaway. I love to stay active with golf, running, and biking, but enjoy my down time with a glass of bourbon or at a Tipp Hill bar, as well as spending time with my friends or brothers.