David Krietzberg, MBA
David Krietzberg, a seasoned financial professional, has spent the past 25 years helping private clients, business owners and non-profit organizations manage risk and preserve their wealth.
In July of 2005, David partnered with his brother Curtis to create Krietzberg Financial Group, an investment practice offering its clients a well rounded, team approach to comprehensive financial planning. Together, David and Curtis provide their clients with a strong focus on estate planning, retirement and financial independence planning, investment planning, and business succession planning. Krietzberg Financial Group enjoys an affiliation with Sagemark Consulting, a division of Lincoln Financial Advisors.
Prior to partnering with his brother Curtis to launch Krietzberg Financial Group, David was a Vice President and Wealth Advisor with Morgan Stanley, where he practiced since 1998. At Morgan Stanley, David constructed and analyzed clients’ investment portfolios, and managed assets for high net worth clients. In 2004, to complement his professional experience, David attended the Wharton School of Business, and achieved his Investment Consultant designation through a joint program between Wharton and the Investment Management Consultants Association.
David's entry into the field of finance began with a strong foundation in corporate banking. Beginning with Manufacturers Hanover, where he was credit trained in corporate lending services, he then pursued opportunities with other institutions, including Standard Chartered Bank, Citibank and PNC Bank. As a Vice President of Corporate Banking, he received more responsibility and higher levels of training allowing him to develop new business for middle market corporate clients for both credit and non-credit banking services. In 1994, David earned his certification in banking from the prestigious American Banking Association’s Stonier Graduate School of Banking, the preeminent executive management school for the banking industry. David's education, an M.B.A. in Finance from Pace University Lubin School of Business, and a B.S. in Finance from Seton Hall University, combine with his professional experience to position David to help his clients make well-informed objective financial decisions.
When David is not helping his clients plan their financial futures, he enjoys time with his two sons, Benjamin and Jonathan.
