Dec 18, 2019
David Chepauskas (USMA '77) is a Senior Wealth Planner at Summit Financial, an independent wealth management firm located in Parsippany, New Jersey. David has over 28 years of experience specializing in solving problems and maximizing opportunities for senior Wall Street professionals, business owners, executives, and retirees.
In this episode, David and I discuss:
- How to minimize capital gains tax through charitable giving
- How a charitable giving strategy creates a sense of purpose during retirement
- How his firm has helped some of the most financially successful Academy graduates in the U.S.
Connect with David:
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Special thanks to David for joining me this week. Until next time!
-Scott Mackes, USNA ’01