David Teufel

Head of Client Services

Meet David

David Teufel is a Head of Client Services based in Lansdale, Pennsylvania.

David is an accomplished professional with experience in the financial industry providing analytical and business support in operations and finance, having worked a number of years at SEI and Investedge before joining FIP in 2018. A graduate of Bloomsburg University with a B.S. in Finance, David provides key support to management in the investment committee as well. He has a mean handicap and can often be found finessing his golf game on weekends.

FIP | Financial Independence Planning, LLC

33 Jenkins Avenue
Lansdale, PA 19446
(215) 361-2028