Dave Minich is the President of Applied Financial Concepts, Inc. , a firm specializing in wealth accumulation, management, and transfer for business owners and individuals. An alumnus of Wittenberg University, he holds professional designations including Certified Financial Planner™ (CFP®) and Chartered Life Underwriter (CLU®).
Outside of his professional role, Dave is an active community member, participating in fundraising committees for organizations like the Research Institute for Childrens Health. He also enjoys physical challenges and has participated in several Tough Mudder obstacle races, appreciating the mental and physical test.
He has a unique history with his firm, having started working there at the age of fourteen.
Dave Minich
President at Applied Financial Concepts, Inc.
Richfield, Ohio, United States
Overview
Topics They Care About
Wealth Management
As President of his firm, he focuses on developing wealth accumulation, management, and transfer strategies for high-net-worth clients and business owners.
Business Succession
His practice focuses on creating financial plans and strategies for business owners, with a specific emphasis on succession and wealth transfer.
Children's Health
He is actively involved in philanthropy, serving on a committee for the Research Institute for Children's Health at Case Western Reserve University.
Media Appearances
Dave has no verified media appearances
Work History
President at Applied Financial Concepts, Inc.
Education
Education details unavailable from Wittenberg University
More Information
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Location : Richfield, Ohio, United States
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Designation : President at Applied Financial Concepts, Inc.
