David B. Loeper Reviews
DAVID B. LOEPER, CIMA(R), CIMC(R)
Writer and Chairman/Chief Executive Officer- Financeware, Inc..
David B. Loeper is a Certified Investment Management Analyst SM, a Certified Investment Management Advisor SM and also the CEO of Financeware, Inc. that does business since Wealthcare Capital Management. An SEC Registered Investment Adviser with nearly 25 years expertise, Loeper has appeared on CNBC and has become a featured contributor to Bloomberg TV.
Loeper combined Wheat First Securities as vice president of investment consulting in 1988, in which he served for 10 decades. He was promoted to managing director of investment consulting, then eventually to managing director of strategic planning for the retail brokerage department. He left his position to discovered Financeware.
Active in industry associations during his career, Loeper was part of the Investment Management Consultants Association (IMCA) for more than 20 years, working on the advisory council for more than five years, most recently as chairman. Loeper was also appointed by the Senate of Virginia to serve on the Investment Advisory Committee of the nearly $30 billion Virginia Retirement System. He received his CIMA(R) designation in 1990 by finishing a program offered through Wharton Business School, together with IMCA.
Drawing on years of expertise in financial services including serving as a fiduciary for all types of ERISA programs, Loeper has authored numerous whitepapers and novels such as the very best selling publication, Stop the 401k Rip-off! In addition to The Four Pillars of Retirement Plans, Stop the Retirement Rip-off and Discontinue the Purchasing Rip-off.
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Stop the Retirement Rip-off: How to Avoid Hidden Fees and Keep More of Your Money