David Sivel is the Founder and CEO of Collective Family Office, leveraging over 30 years of experience helping families with comprehensive wealth management and estate planning. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a BA in Business from Ohio University, emphasizing a team-based, collaborative approach to serving clients.
David is deeply committed to his community in York, PA, where he lives with his wife and two children. He serves on the Board of Directors for the York County Community Foundation, where he is also the Chairman of the Investment Committee, actively shaping local philanthropic investment strategies.
He is passionate about perpetuating family values through financial planning, making it a core pillar of his firms mission.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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