David Schultz

David joined Your Wealth Partners as a principal, bringing over 15 years of experience working with employers of all sizes to help them maximize the value of their 401(k), pension, profit sharing, and 403(b) plans. He is a member of the American Society of Pension Professionals and Actuaries (ASPPA), a member of the Executive Committee of ASPPA's Government Affairs Committee, and a licensed attorney in the State of Georgia*.

As a Partner of the Atlanta-based CPA firm of Habif, Arogeti & Wynne, LLP, David lead the firm’s retirement plan Third Party Administration and recordkeeping subsidiary. He served as the Chief Compliance Officer of HA&W’s fiduciary consulting subsidiary, and as an Investment Advisor and Compliance Officer for the firm’s investment advisory subsidiary. His expertise includes ERISA fiduciary “best practices,” employee education services, investment due diligence, vendor benchmarking, plan design and plan compliance. He has worked extensively with professional service firms, technology companies, manufacturers, and retailers.

Good to know

Areas of Practice 1) ERISA
Law School Georgia State University College of Law (JD,1994)
Education University of Florida (BSBA, 1990)
Most recent firm Your Wealth Partners
LinkedIn Profile https://www.linkedin.com/in/davidcschultz
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