David D. Kitterman, Jr CFP®

Toll Free: 855-624-7451 | Local: 704-897-2179

Fax: 704-897-0517


David D. Kitterman, Jr has been in the financial services industry since 1995 and brings a vast amount of experience, particularly in the areas of retirement planning and wealth management. His experience includes retail banking, full service, and discount brokerage services and investment advisory services for 401k participants. 

Dave is a graduate of Indiana University. He is a CERTIFIED FINANCIAL PLANNER™ and holds a series 63, 65, 7 securities registrations through LPL Financial and Life and Health Insurance licenses. Dave lives in the Lake Norman area with his wife Heidi and his son David III.