David Freno, CFP^®

Vice President | Financial Planner

(216) 592-7338
dfreno@financialguide.com

David joined the TransitioNext Advisors team in 2021. He focuses on comprehensive customized financial planning and wealth management. He brings creativity and passion to his work as a highly motivated connector, strategist, and problem solver. David is committed to making sophisticated financial planning and education accessible to all, leading with empathy and awareness to help clients navigate the complex structures surrounding personal finances and life planning. His clients include physicians, lawyers, hedge fund managers, and entrepreneurs; and he has a unique focus on LGBTQIA+, artists, musicians, young professionals, Esports, and educators.

As a first-generation college graduate, David earned a Bachelor of Arts in Psychology and Piano Performance from Case Western Reserve University in 2013 and completed a Certificate of Financial Planning from New York University in 2020. After building a successful career in nonprofit management, he discovered his true passion in Financial Planning & Wealth Management. He decided to dedicate his career to help others achieve financial security and independence at every stage of life.

David is a supporter of the arts & culture organizations in Cleveland and Toledo, enjoys traveling both regionally and internationally, is enthusiastic about the preservation of historic homes, and loves to share food and drinks with friends.