David J. Bosak, CFP ®

Advisor

A Certified Financial Planner™ professional with over 10 years of industry experience, David Bosak brings strong risk management and trust administration skills to Fairport. David is responsible for meeting with clients, researching client issues, as well as preparing and
presenting client core deliverables. This includes evaluating the client’s current financial position and recommending strategies for investment management, tax planning, estate planning, risk management and reviewing results regularly to evaluate the client’s progress toward his/her financial goals.

David educates clients on financial planning principles, investment philosophy, portfolio strategies and market views and clients benefit from his deep knowledge of fiduciary,
tax and other wealth-related issues.

Prior to joining Fairport in 2014, David worked at KeyBank as a Trust Officer, Investment Operations Specialist and Internal Auditor. David earned his MBA from Cleveland State
University, as well as a B.S.B.A. in Marketing from the University of Akron. He is an active member in the Estate Planning Council of Cleveland.

In his spare time, David enjoys spending time outdoors and supporting Cleveland sports.

Luma Wealth Advisors - Professional David Bosak