David Krimm

David R. Krimm, CFP®️

Vice President

Hargrave Fiduciary Advisors

Dave is a Certified Financial Planner (CFP®) focused on building better retirement outcomes for individuals and couples. He enjoys working with clients to generate the peace of mind that comes from creating a comprehensive financial plan that recognizes short-term objectives and facilitates long-term goals.

Dave’s career has been devoted to fostering and managing innovation, working as a serial “intra-preneur” within market-leading organizations at the intersection of financial services and technology. His experience includes senior management positions at Silicon Valley Bank, JPMorgan, Hambrecht & Quist, Intuit, and Charles Schwab & Co. He is currently Board President for Mission Asset Fund, a nonprofit microfinance organization that is on a mission to create a fair financial marketplace for hardworking families nationwide. He also serves on the Advisory Council for Sack Properties.

Dave holds a BA from Brown University, an MBA from the Yale School of Management, and the Certificate in Personal Financial Planning from the University of California at Berkeley.

Horizons Foundation offers these lists as a resource and not as an endorsement of the qualifications or services of any individual, partnership, corporation, or any other entity listed. We advise you to conduct your own investigation before engaging the services of any of the advisors listed.