David A. Ladomer, CPA, CFP®, CIMA®

Current Role

Dave’s approach to wealth management is comprehensive and client centered. By approaching each relationship as a client’s personal CFO, he ensures that each aspect of a client’s financial life is integrated into the goals defined and solutions offered.

Dave collaborates with a cross-functional team at Rehmann allowing for a proactive and holistic service offering, taking into account the complexities of income and estate tax laws, investment management, and risk management, thus providing a tailored strategy for each client’s unique situation.

Service Areas

• Family Office and Multi-generational wealth planning
• Complex estate planning and wealth transfer
• Debt, Cashflow, and Liquidity Management
• Investment analysis and portfolio design
• Comprehensive financial planning
• Executive Compensation
• Risk management

Experience

Dave began his financial services career in 2012 and has supported ultra-high net worth individuals and their families, business owners, executives, and not-for-profit organizations. He has extensive knowledge of asset allocation, portfolio construction, multi-generational wealth transfer, liquidity management, estate and income tax planning, and family education.

Prior to join Rehmann, Dave worked at Ford Estates, LLC, the single-family office for the Ford Family. At Ford Estates, Dave was the Director of Wealth Management, where he led a team of wealth advisors, providing a full suite of wealth management services to the Ford Family.

Prior to that, Dave was a Manager at Plante Moran Financial Advisors where he provided wealth management services to ultra-high net worth clients.

Dave is a Certified Public Accountant (CPA), a Certified Financial Planner ^TM (CFP^®), and a Certified Investment Management Analyst ^TM (CIMA^®).

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Investment advisory services offered through Rehmann Wealth, a Registered Investment Advisor. Certified Financial Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 1500 W. Big Beaver Rd., 2nd Floor, Troy, MI 48084 | 248.952.5000