David Trenner, CES™, CFP®

David B. Trenner leads the Estate Planning team at D'Orazio Wealth Advisors and specializes in personal financial planning strategies. He received a BS in Accounting and Business Administration with a focus on Economics from High Point University. He went on to complete the University of Virginia School of Continuing and Professional Studies certificate program in Certified Financial Planning. David maintains the Certified Financial Planner designation and has been an investment advisor representative of D'Orazio Wealth Advisors since June of 2012.

D’Orazio Wealth Advisors is an independent Registered Investment Advisory firm offering holistic wealth management. We help clients coordinate investments, tax planning, estate planning, insurance, and personal financial planning so the pieces of their financial life work together. We are independent, flat fee-only and legally obligated to act in your best interests.