Dave Trettel, Wealth Advisor

Dave joined Beacon Financial Strategies in 2024 and currently serves as a Wealth Advisor for the firm. In his role, Dave is an integral part of Beacon’s client experience through his work in financial planning, investment management and tax optimization.

Dave attended Penn State University where he received a Bachelor of Science in Finance and a minor in Economics.  Dave is also a graduate of the NC State MBA program and is a CERTIFIED FINANCIAL PLANNER™ practitioner.

In his spare time, he enjoys staying active in sports and exercise and spending time with his wife and daughter.