David Kopittke, CFP®, MBA, is a financial planner with Lighthouse Planning whose practice focuses on helping physicians make confident, coordinated financial decisions throughout their careers.

Physicians often face a unique combination of high income, complex compensation, student loans, multiple retirement plans, tax considerations, insurance needs, and limited time to manage it all. David helps bring those pieces together through comprehensive financial planning designed around the physician’s goals, family, and long-term vision.

His approach goes beyond investments. David works with clients to evaluate cash flow, retirement planning, investment strategy, risk management, education funding, estate planning considerations, and family legacy, while coordinating with their other tax and legal professionals when appropriate.

His goal is to help clients understand how the different areas of their financial lives interact so they can make informed decisions with greater clarity and purpose.

David earned his undergraduate degree from Penn State and his MBA from the University of Miami. He is a CFP® professional and works with physicians across the country through Lighthouse Planning.

Education

Penn State University (1999), Miami University (FL) (2005)