David A. Saltzman, CFP, CIMA, CRPC
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David A. Saltzman, CFP, CIMA, CRPC

Managing Director–Wealth Management

Dave is a Managing Director and founder of the Saltzman Wealth Management Group. Dave is a CFP®, CRPC, and attended the Wharton School of Business to complete his designation as a Certified Investment Management Analyst (CIMA®). With over 30 years of experience, Dave's goal is to develop long-term relationships with our clients, and to structure a financial plan tailored to help meet their objectives. Dave is the father of two daughters, Nicole and Samantha. In his free time, he enjoys golf, billiards, basketball, and most of all, spending time with his family.

Personal & Community

  • Member of the Investment Management Consultants Association (IMCA), 1999 - Present
  • Member of the Financial Planners Association (FPA), 1988 - Present
  • Treasurer for the Lenox Hill Homeowners Association, 1987 - 1988
  • California License: 0C49425
Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • NJ
  • NV
  • NY
  • OH
  • PA
  • PR
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA

David A. Saltzman, CFP, CIMA, CRPC

Recognized as an industry leader:

  • Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
  • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
  • UBS Wealth Management Pinnacle Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 

David A. Saltzman, CFP, CIMA, CRPC

Education

  • Actuarial Science , Georgia State University
  • Engineering Science and Mechanics, Georgia Institute of Technology

Credentials

  • Certified Investment Management Analyst
  • CERTIFIED FINANCIAL PLANNER
  • Chartered Retirement Planning Counselor

David A. Saltzman, CFP, CIMA, CRPC

Special needs
Securities-backed lending
Philanthropy
Exit planning
Business succession
Investing
Custom portfolios
Entrepreneurs

David A. Saltzman, CFP, CIMA, CRPC

Home Worker FL
Home Worker FL, FL 000

Email Me

david.saltzman@ubs.com
David A. Saltzman, CFP, CIMA, CRPC
Home Worker FL,Home Worker FL,FL,000

David A. Saltzman, CFP, CIMA, CRPC

Managing Director–Wealth Management

Dave is a Managing Director and founder of the Saltzman Wealth Management Group. Dave is a CFP®, CRPC, and attended the Wharton School of Business to complete his designation as a Certified Investment Management Analyst (CIMA®). With over 30 years of experience, Dave's goal is to develop long-term relationships with our clients, and to structure a financial plan tailored to help meet their objectives. Dave is the father of two daughters, Nicole and Samantha. In his free time, he enjoys golf, billiards, basketball, and most of all, spending time with his family.

Personal & Community

  • Member of the Investment Management Consultants Association (IMCA), 1999 - Present
  • Member of the Financial Planners Association (FPA), 1988 - Present
  • Treasurer for the Lenox Hill Homeowners Association, 1987 - 1988
  • California License: 0C49425
Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • NJ
  • NV
  • NY
  • OH
  • PA
  • PR
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
  • UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
  • UBS Wealth Management Pinnacle Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 

Education

  • Actuarial Science , Georgia State University
  • Engineering Science and Mechanics, Georgia Institute of Technology

Credentials

  • Certified Investment Management Analyst
  • CERTIFIED FINANCIAL PLANNER
  • Chartered Retirement Planning Counselor

Special needs
Securities-backed lending
Philanthropy
Exit planning
Business succession
Investing
Custom portfolios
Entrepreneurs
Home Worker FL
Home Worker FL, FL 000

Email Me

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